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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 | $125,096 | $129,737-3.6% | $119,126+5.0% | $154,746-19.2% |
| Participation rate | 40.0% | 78.9%-38.9pp | 75.8%-35.8pp | 80.7%-40.7pp |
| Annual return | 15.80% | 379.08%-363.3pp | 282.11%-266.3pp | 172.34%-156.5pp |
| Employer contribution / active EE | $1,832 | $4,375-58.1% | $4,034-54.6% | $4,379-58.2% |
| Participant deferral / active EE | $2,618 | $5,842-55.2% | $5,318-50.8% | $6,730-61.1% |
| Admin fee / account holder | $6,254 | $11,961-47.7% | $10,693-41.5% | $14,365-56.5% |