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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 | $122,321 | $148,623-17.7% | $135,974-10.0% | $139,466-12.3% |
| Participation rate | 58.8% | 83.9%-25.0pp | 81.9%-23.1pp | 80.3%-21.5pp |
| Annual return | 52.15% | 79.30%-27.2pp | 68.30%-16.2pp | 373.66%-321.5pp |
| Employer contribution / active EE | $1,329 | $5,246-74.7% | $4,859-72.7% | $4,754-72.1% |
| Participant deferral / active EE | $3,927 | $8,103-51.5% | $7,760-49.4% | $6,712-41.5% |
| Admin fee / account holder | $2,947 | $12,406-76.2% | $10,767-72.6% | $11,409-74.2% |