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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 | $98,764 | $134,817-26.7% | $123,973-20.3% | $155,188-36.4% |
| Participation rate | 33.3% | 79.4%-46.1pp | 76.7%-43.3pp | 80.8%-47.5pp |
| Annual return | 14.55% | 515.49%-500.9pp | 388.13%-373.6pp | 148.84%-134.3pp |
| Employer contribution / active EE | $1,371 | $4,425-69.0% | $4,126-66.8% | $4,248-67.7% |
| Participant deferral / active EE | $3,426 | $5,706-40.0% | $5,247-34.7% | $6,531-47.5% |
| Admin fee / account holder | $350 | $13,245-97.4% | $11,799-97.0% | $14,480-97.6% |