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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 | $133,651 | $175,259-23.7% | $149,723-10.7% | $139,487-4.2% |
| Participation rate | 33.3% | 83.4%-50.1pp | 78.8%-45.4pp | 80.3%-47.0pp |
| Annual return | 20.34% | 166.82%-146.5pp | 134.50%-114.2pp | 373.84%-353.5pp |
| Employer contribution / active EE | $1,163 | $5,478-78.8% | $4,821-75.9% | $4,755-75.5% |
| Participant deferral / active EE | $3,967 | $6,522-39.2% | $5,682-30.2% | $6,713-40.9% |
| Admin fee / account holder | $844 | $16,158-94.8% | $13,215-93.6% | $11,407-92.6% |