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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 | $134,119 | $209,425-36.0% | $178,499-24.9% | $158,966-15.6% |
| Participation rate | 46.2% | 86.4%-40.2pp | 81.9%-35.8pp | 82.0%-35.8pp |
| Annual return | 13.63% | 188.80%-175.2pp | 151.10%-137.5pp | 302.95%-289.3pp |
| Employer contribution / active EE | $3,881 | $5,707-32.0% | $5,011-22.6% | $4,762-18.5% |
| Participant deferral / active EE | $2,279 | $5,955-61.7% | $5,202-56.2% | $5,983-61.9% |
| Admin fee / account holder | $1,337 | $17,078-92.2% | $13,986-90.4% | $11,250-88.1% |