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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 | $131,966 | $175,231-24.7% | $149,696-11.8% | $139,466-5.4% |
| Participation rate | 40.0% | 83.4%-43.4pp | 78.8%-38.8pp | 80.3%-40.3pp |
| Annual return | 20.56% | 166.77%-146.2pp | 134.46%-113.9pp | 373.66%-353.1pp |
| Employer contribution / active EE | $1,479 | $5,478-73.0% | $4,821-69.3% | $4,754-68.9% |
| Participant deferral / active EE | $5,367 | $6,521-17.7% | $5,682-5.5% | $6,712-20.0% |
| Admin fee / account holder | $2,237 | $16,155-86.2% | $13,212-83.1% | $11,409-80.4% |