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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 | $118,773 | $148,623-20.1% | $135,974-12.7% | $139,466-14.8% |
| Participation rate | 41.2% | 83.9%-42.7pp | 81.9%-40.7pp | 80.3%-39.2pp |
| Annual return | 13.99% | 79.30%-65.3pp | 68.30%-54.3pp | 373.66%-359.7pp |
| Employer contribution / active EE | $1,561 | $5,246-70.2% | $4,859-67.9% | $4,754-67.2% |
| Participant deferral / active EE | $3,415 | $8,103-57.9% | $7,760-56.0% | $6,712-49.1% |
| Admin fee / account holder | $11,685 | $12,406-5.8% | $10,767+8.5% | $11,409+2.4% |