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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 | $137,573 | $183,539-25.0% | $155,556-11.6% | $145,897-5.7% |
| Participation rate | 69.6% | 82.7%-13.1pp | 78.2%-8.7pp | 80.3%-10.7pp |
| Annual return | 13.65% | 61.31%-47.7pp | 64.84%-51.2pp | 552.29%-538.6pp |
| Employer contribution / active EE | $2,134 | $5,315-59.9% | $4,675-54.4% | $4,663-54.2% |
| Participant deferral / active EE | $4,864 | $6,467-24.8% | $5,631-13.6% | $6,689-27.3% |
| Admin fee / account holder | $9,567 | $19,275-50.4% | $15,885-39.8% | $13,390-28.6% |