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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 | $138,135 | $171,492-19.5% | $150,734-8.4% | $198,609-30.4% |
| Participation rate | 62.5% | 81.4%-18.9pp | 78.4%-15.9pp | 82.4%-19.9pp |
| Annual return | 14.96% | 804.70%-789.7pp | 600.81%-585.8pp | 202.70%-187.7pp |
| Employer contribution / active EE | $3,834 | $5,470-29.9% | $4,918-22.0% | $5,055-24.2% |
| Participant deferral / active EE | $6,940 | $6,259+10.9% | $5,610+23.7% | $6,977-0.5% |
| Admin fee / account holder | $3,661 | $17,628-79.2% | $14,905-75.4% | $19,030-80.8% |