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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 | $108,153 | $175,212-38.3% | $149,682-27.7% | $139,427-22.4% |
| Participation rate | 62.5% | 83.4%-20.9pp | 78.8%-16.3pp | 80.3%-17.8pp |
| Annual return | 14.19% | 166.63%-152.4pp | 134.35%-120.2pp | 373.27%-359.1pp |
| Employer contribution / active EE | $1,327 | $5,475-75.8% | $4,818-72.5% | $4,752-72.1% |
| Participant deferral / active EE | $4,542 | $6,520-30.3% | $5,681-20.0% | $6,711-32.3% |
| Admin fee / account holder | $1,017 | $16,150-93.7% | $13,210-92.3% | $11,404-91.1% |