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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 | $135,561 | $167,030-18.8% | $135,768-0.2% | $155,188-12.6% |
| Participation rate | 63.6% | 76.2%-12.5pp | 71.1%-7.4pp | 80.8%-17.2pp |
| Annual return | 12.03% | 678.39%-666.4pp | 526.10%-514.1pp | 148.84%-136.8pp |
| Employer contribution / active EE | $1,404 | $4,132-66.0% | $3,394-58.6% | $4,248-67.0% |
| Participant deferral / active EE | $2,176 | $4,528-51.9% | $3,977-45.3% | $6,531-66.7% |
| Admin fee / account holder | $3,171 | $8,172-61.2% | $7,048-55.0% | $14,480-78.1% |