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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 | $136,923 | $209,425-34.6% | $178,499-23.3% | $158,966-13.9% |
| Participation rate | 60.9% | 86.4%-25.5pp | 81.9%-21.1pp | 82.0%-21.1pp |
| Annual return | 33.26% | 188.80%-155.5pp | 151.10%-117.8pp | 302.95%-269.7pp |
| Employer contribution / active EE | $1,660 | $5,707-70.9% | $5,011-66.9% | $4,762-65.2% |
| Participant deferral / active EE | $4,299 | $5,955-27.8% | $5,202-17.4% | $5,983-28.2% |
| Admin fee / account holder | $1,882 | $17,078-89.0% | $13,986-86.5% | $11,250-83.3% |