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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 | $118,467 | $209,425-43.4% | $178,499-33.6% | $158,966-25.5% |
| Participation rate | 60.0% | 86.4%-26.4pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 26.19% | 188.80%-162.6pp | 151.10%-124.9pp | 302.95%-276.8pp |
| Employer contribution / active EE | $1,691 | $5,707-70.4% | $5,011-66.3% | $4,762-64.5% |
| Participant deferral / active EE | $5,424 | $5,955-8.9% | $5,202+4.3% | $5,983-9.4% |
| Admin fee / account holder | $1,446 | $17,078-91.5% | $13,986-89.7% | $11,250-87.1% |