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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 | $117,424 | $175,231-33.0% | $149,696-21.6% | $139,466-15.8% |
| Participation rate | 44.4% | 83.4%-38.9pp | 78.8%-34.3pp | 80.3%-35.9pp |
| Annual return | 17.86% | 166.77%-148.9pp | 134.46%-116.6pp | 373.66%-355.8pp |
| Employer contribution / active EE | $1,286 | $5,478-76.5% | $4,821-73.3% | $4,754-73.0% |
| Participant deferral / active EE | $2,823 | $6,521-56.7% | $5,682-50.3% | $6,712-57.9% |
| Admin fee / account holder | $709 | $16,155-95.6% | $13,212-94.6% | $11,409-93.8% |