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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,458 | $176,120-20.8% | $159,487-12.6% | $167,553-16.8% |
| Participation rate | 35.0% | 85.0%-50.0pp | 82.8%-47.8pp | 82.1%-47.1pp |
| Annual return | 18.15% | 331.95%-313.8pp | 263.71%-245.6pp | 478.89%-460.7pp |
| Employer contribution / active EE | $1,330 | $5,299-74.9% | $4,831-72.5% | $4,840-72.5% |
| Participant deferral / active EE | $2,822 | $7,752-63.6% | $7,354-61.6% | $6,343-55.5% |
| Admin fee / account holder | $17,839 | $12,561+42.0% | $10,804+65.1% | $12,316+44.8% |