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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 | $127,715 | $169,356-24.6% | $129,406-1.3% | $145,897-12.5% |
| Participation rate | 33.3% | 76.5%-43.2pp | 69.6%-36.3pp | 80.3%-47.0pp |
| Annual return | 13.92% | 14418.62%-14404.7pp | 9468.18%-9454.3pp | 552.29%-538.4pp |
| Employer contribution / active EE | $1,510 | $5,542-72.7% | $4,155-63.7% | $4,663-67.6% |
| Participant deferral / active EE | $5,394 | $4,987+8.2% | $4,167+29.4% | $6,689-19.4% |
| Admin fee / account holder | $1,003 | $9,915-89.9% | $7,689-87.0% | $13,390-92.5% |