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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 | $129,427 | $183,988-29.7% | $162,177-20.2% | $152,897-15.4% |
| Participation rate | 57.1% | 88.5%-31.4pp | 87.6%-30.4pp | 82.5%-25.3pp |
| Annual return | 23.28% | 150.79%-127.5pp | 115.60%-92.3pp | 345.43%-322.1pp |
| Employer contribution / active EE | $3,161 | $6,370-50.4% | $5,613-43.7% | $4,764-33.6% |
| Participant deferral / active EE | $7,212 | $8,032-10.2% | $7,297-1.2% | $5,851+23.3% |
| Admin fee / account holder | $748 | $13,123-94.3% | $10,843-93.1% | $11,599-93.6% |