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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 | $234,190-45.6% | $180,320-29.4% | $198,609-35.9% |
| Participation rate | 63.6% | 77.1%-13.5pp | 71.5%-7.9pp | 82.4%-18.7pp |
| Annual return | 8.80% | 1057.44%-1048.6pp | 778.54%-769.7pp | 202.70%-193.9pp |
| Employer contribution / active EE | $1,382 | $5,258-73.7% | $4,108-66.3% | $5,055-72.7% |
| Participant deferral / active EE | $4,474 | $4,988-10.3% | $4,304+4.0% | $6,977-35.9% |
| Admin fee / account holder | $3,950 | $12,558-68.5% | $10,000-60.5% | $19,030-79.2% |