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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 | $138,778 | $175,231-20.8% | $149,696-7.3% | $139,466-0.5% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 17.27% | 166.77%-149.5pp | 134.46%-117.2pp | 373.66%-356.4pp |
| Employer contribution / active EE | $2,622 | $5,478-52.1% | $4,821-45.6% | $4,754-44.8% |
| Participant deferral / active EE | $8,629 | $6,521+32.3% | $5,682+51.9% | $6,712+28.6% |
| Admin fee / account holder | $344 | $16,155-97.9% | $13,212-97.4% | $11,409-97.0% |