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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 | $100,134 | $175,259-42.9% | $149,723-33.1% | $139,487-28.2% |
| Participation rate | 61.5% | 83.4%-21.9pp | 78.8%-17.2pp | 80.3%-18.8pp |
| Annual return | 19.62% | 166.82%-147.2pp | 134.50%-114.9pp | 373.84%-354.2pp |
| Employer contribution / active EE | $1,112 | $5,478-79.7% | $4,821-76.9% | $4,755-76.6% |
| Participant deferral / active EE | $6,250 | $6,522-4.2% | $5,682+10.0% | $6,713-6.9% |
| Admin fee / account holder | $563 | $16,158-96.5% | $13,215-95.7% | $11,407-95.1% |