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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 | $122,671 | $112,131+9.4% | $95,964+27.8% | $158,982-22.8% |
| Participation rate | 41.7% | 79.0%-37.3pp | 77.1%-35.4pp | 82.0%-40.3pp |
| Annual return | 15.00% | 171.19%-156.2pp | 91.64%-76.6pp | 302.99%-288.0pp |
| Employer contribution / active EE | $1,476 | $3,199-53.9% | $2,541-41.9% | $4,763-69.0% |
| Participant deferral / active EE | $2,529 | $4,784-47.1% | $4,167-39.3% | $5,983-57.7% |
| Admin fee / account holder | $6,124 | $10,136-39.6% | $6,797-9.9% | $11,252-45.6% |