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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 | $132,244 | $198,457-33.4% | $170,435-22.4% | $147,586-10.4% |
| Participation rate | 42.9% | 88.0%-45.1pp | 83.6%-40.7pp | 82.8%-40.0pp |
| Annual return | 22.82% | 257.30%-234.5pp | 205.94%-183.1pp | 578.59%-555.8pp |
| Employer contribution / active EE | $2,675 | $6,183-56.7% | $5,432-50.8% | $4,876-45.1% |
| Participant deferral / active EE | $3,046 | $5,629-45.9% | $4,939-38.3% | $5,439-44.0% |
| Admin fee / account holder | $433 | $16,852-97.4% | $13,881-96.9% | $10,886-96.0% |