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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 | $141,973 | $217,432-34.7% | $185,849-23.6% | $167,536-15.3% |
| Participation rate | 33.3% | 86.1%-52.7pp | 81.7%-48.4pp | 82.1%-48.8pp |
| Annual return | 8.91% | 148.42%-139.5pp | 122.10%-113.2pp | 478.82%-469.9pp |
| Employer contribution / active EE | $1,848 | $5,875-68.5% | $5,169-64.2% | $4,839-61.8% |
| Participant deferral / active EE | $4,220 | $6,357-33.6% | $5,569-24.2% | $6,342-33.5% |
| Admin fee / account holder | $609 | $19,818-96.9% | $16,244-96.3% | $12,315-95.1% |