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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 | $142,273 | $190,862-25.5% | $159,991-11.1% | $134,509+5.8% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | 15.35% | 552.59%-537.2pp | 408.82%-393.5pp | 418.13%-402.8pp |
| Employer contribution / active EE | $1,907 | $4,995-61.8% | $4,225-54.9% | $4,741-59.8% |
| Participant deferral / active EE | $0 | $6,924-100.0% | $6,183-100.0% | $6,400-100.0% |
| Admin fee / account holder | $563 | $10,495-94.6% | $8,715-93.5% | $11,427-95.1% |