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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 | $114,152 | $154,754-26.2% | $124,206-8.1% | $138,895-17.8% |
| Participation rate | 60.0% | 75.5%-15.5pp | 69.6%-9.6pp | 79.9%-19.9pp |
| Annual return | 18.87% | 709.28%-690.4pp | 515.27%-496.4pp | 145.39%-126.5pp |
| Employer contribution / active EE | $5,434 | $4,446+22.2% | $3,540+53.5% | $4,194+29.5% |
| Participant deferral / active EE | $4,807 | $4,621+4.0% | $3,968+21.1% | $6,396-24.9% |
| Admin fee / account holder | $712 | $6,690-89.4% | $5,929-88.0% | $12,562-94.3% |