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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 | $132,051 | $144,130-8.4% | $117,861+12.0% | $147,586-10.5% |
| Participation rate | 44.4% | 83.4%-39.0pp | 79.7%-35.2pp | 82.8%-38.4pp |
| Annual return | 17.21% | 531.20%-514.0pp | 335.11%-317.9pp | 578.59%-561.4pp |
| Employer contribution / active EE | $1,177 | $4,897-76.0% | $3,786-68.9% | $4,876-75.9% |
| Participant deferral / active EE | $1,780 | $5,316-66.5% | $4,482-60.3% | $5,439-67.3% |
| Admin fee / account holder | $4,380 | $10,887-59.8% | $8,021-45.4% | $10,886-59.8% |