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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 | $125,645 | $209,425-40.0% | $178,499-29.6% | $158,966-21.0% |
| Participation rate | 62.5% | 86.4%-23.9pp | 81.9%-19.4pp | 82.0%-19.5pp |
| Annual return | 12.34% | 188.80%-176.5pp | 151.10%-138.8pp | 302.95%-290.6pp |
| Employer contribution / active EE | $1,385 | $5,707-75.7% | $5,011-72.4% | $4,762-70.9% |
| Participant deferral / active EE | $5,948 | $5,955-0.1% | $5,202+14.3% | $5,983-0.6% |
| Admin fee / account holder | $925 | $17,078-94.6% | $13,986-93.4% | $11,250-91.8% |