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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 | $149,961 | $217,432-31.0% | $185,849-19.3% | $167,536-10.5% |
| Participation rate | 69.2% | 86.1%-16.8pp | 81.7%-12.5pp | 82.1%-12.9pp |
| Annual return | 14.97% | 148.42%-133.4pp | 122.10%-107.1pp | 478.82%-463.8pp |
| Employer contribution / active EE | $1,391 | $5,875-76.3% | $5,169-73.1% | $4,839-71.2% |
| Participant deferral / active EE | $3,000 | $6,357-52.8% | $5,569-46.1% | $6,342-52.7% |
| Admin fee / account holder | $2,281 | $19,818-88.5% | $16,244-86.0% | $12,315-81.5% |