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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 | $130,005 | $175,231-25.8% | $149,696-13.2% | $139,466-6.8% |
| Participation rate | 69.2% | 83.4%-14.2pp | 78.8%-9.5pp | 80.3%-11.1pp |
| Annual return | 13.29% | 166.77%-153.5pp | 134.46%-121.2pp | 373.66%-360.4pp |
| Employer contribution / active EE | $2,376 | $5,478-56.6% | $4,821-50.7% | $4,754-50.0% |
| Participant deferral / active EE | $6,601 | $6,521+1.2% | $5,682+16.2% | $6,712-1.6% |
| Admin fee / account holder | $7,858 | $16,155-51.4% | $13,212-40.5% | $11,409-31.1% |