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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 | $120,407 | $132,099-8.9% | $115,599+4.2% | $138,895-13.3% |
| Participation rate | 33.3% | 77.9%-44.5pp | 74.3%-40.9pp | 79.9%-46.6pp |
| Annual return | 15.19% | 176.76%-161.6pp | 111.10%-95.9pp | 145.39%-130.2pp |
| Employer contribution / active EE | $1,393 | $3,416-59.2% | $2,955-52.9% | $4,194-66.8% |
| Participant deferral / active EE | $5,634 | $5,617+0.3% | $4,889+15.2% | $6,396-11.9% |
| Admin fee / account holder | $1,766 | $15,650-88.7% | $12,841-86.2% | $12,562-85.9% |