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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 | $143,076 | $176,077-18.7% | $159,455-10.3% | $167,518-14.6% |
| Participation rate | 37.5% | 84.9%-47.4pp | 82.8%-45.3pp | 82.1%-44.6pp |
| Annual return | 16.96% | 331.83%-314.9pp | 263.63%-246.7pp | 478.71%-461.8pp |
| Employer contribution / active EE | $1,186 | $5,298-77.6% | $4,830-75.5% | $4,838-75.5% |
| Participant deferral / active EE | $3,380 | $7,751-56.4% | $7,353-54.0% | $6,342-46.7% |
| Admin fee / account holder | $622 | $12,556-95.0% | $10,800-94.2% | $12,312-94.9% |