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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 | $135,644 | $175,231-22.6% | $149,696-9.4% | $139,466-2.7% |
| Participation rate | 62.5% | 83.4%-20.9pp | 78.8%-16.3pp | 80.3%-17.8pp |
| Annual return | 16.47% | 166.77%-150.3pp | 134.46%-118.0pp | 373.66%-357.2pp |
| Employer contribution / active EE | $2,088 | $5,478-61.9% | $4,821-56.7% | $4,754-56.1% |
| Participant deferral / active EE | $3,538 | $6,521-45.7% | $5,682-37.7% | $6,712-47.3% |
| Admin fee / account holder | $871 | $16,155-94.6% | $13,212-93.4% | $11,409-92.4% |