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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 | $119,339 | $125,184-4.7% | $105,607+13.0% | $145,884-18.2% |
| Participation rate | 57.1% | 77.6%-20.5pp | 75.3%-18.1pp | 80.3%-23.2pp |
| Annual return | 14.63% | 225.00%-210.4pp | 116.11%-101.5pp | 551.85%-537.2pp |
| Employer contribution / active EE | $1,825 | $3,720-50.9% | $3,167-42.4% | $4,662-60.9% |
| Participant deferral / active EE | $3,939 | $5,714-31.1% | $5,011-21.4% | $6,690-41.1% |
| Admin fee / account holder | $409 | $17,133-97.6% | $10,958-96.3% | $13,392-96.9% |