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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 | $127,391 | $162,529-21.6% | $130,788-2.6% | $154,746-17.7% |
| Participation rate | 63.6% | 75.9%-12.2pp | 70.1%-6.5pp | 80.7%-17.1pp |
| Annual return | 8.80% | 510.48%-501.7pp | 386.44%-377.6pp | 172.34%-163.5pp |
| Employer contribution / active EE | $1,382 | $4,447-68.9% | $3,558-61.2% | $4,379-68.4% |
| Participant deferral / active EE | $4,474 | $4,808-6.9% | $4,137+8.1% | $6,730-33.5% |
| Admin fee / account holder | $3,950 | $7,669-48.5% | $6,673-40.8% | $14,365-72.5% |