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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 | $121,415 | $165,584-26.7% | $142,942-15.1% | $137,256-11.5% |
| Participation rate | 57.1% | 80.1%-22.9pp | 76.8%-19.7pp | 80.0%-22.8pp |
| Annual return | 13.33% | 164.22%-150.9pp | 113.70%-100.4pp | 220.34%-207.0pp |
| Employer contribution / active EE | $1,218 | $4,725-74.2% | $4,139-70.6% | $4,156-70.7% |
| Participant deferral / active EE | $2,533 | $8,194-69.1% | $7,128-64.5% | $6,407-60.5% |
| Admin fee / account holder | $3,156 | $16,167-80.5% | $12,475-74.7% | $12,270-74.3% |