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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 | $121,576 | $160,040-24.0% | $147,096-17.3% | $145,877-16.7% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 11.46% | 98.49%-87.0pp | 419.75%-408.3pp | 551.28%-539.8pp |
| Employer contribution / active EE | $1,761 | $5,289-66.7% | $4,936-64.3% | $4,663-62.2% |
| Participant deferral / active EE | $3,240 | $8,429-61.6% | $8,071-59.9% | $6,691-51.6% |
| Admin fee / account holder | $1,697 | $15,050-88.7% | $13,005-87.0% | $13,402-87.3% |