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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 | $142,316 | $176,105-19.2% | $159,474-10.8% | $167,536-15.1% |
| Participation rate | 60.0% | 85.0%-25.0pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 12.14% | 331.91%-319.8pp | 263.68%-251.5pp | 478.82%-466.7pp |
| Employer contribution / active EE | $1,022 | $5,299-80.7% | $4,831-78.8% | $4,839-78.9% |
| Participant deferral / active EE | $20,316 | $7,751+162.1% | $7,353+176.3% | $6,342+220.3% |
| Admin fee / account holder | $2,150 | $12,559-82.9% | $10,802-80.1% | $12,315-82.5% |