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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 | $127,027 | $149,040-14.8% | $120,225+5.7% | $137,256-7.5% |
| Participation rate | 14.3% | 75.4%-61.1pp | 69.6%-55.3pp | 80.0%-65.7pp |
| Annual return | 21.78% | 605.68%-583.9pp | 439.23%-417.4pp | 220.34%-198.6pp |
| Employer contribution / active EE | $353 | $4,350-91.9% | $3,475-89.8% | $4,156-91.5% |
| Participant deferral / active EE | $656 | $4,655-85.9% | $3,999-83.6% | $6,407-89.8% |
| Admin fee / account holder | $499 | $6,348-92.1% | $5,696-91.2% | $12,270-95.9% |