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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 | $117,763 | $144,130-18.3% | $117,860-0.1% | $147,585-20.2% |
| Participation rate | 69.6% | 83.4%-13.9pp | 79.7%-10.1pp | 82.8%-13.3pp |
| Annual return | 14.72% | 531.20%-516.5pp | 335.10%-320.4pp | 578.58%-563.9pp |
| Employer contribution / active EE | $1,458 | $4,897-70.2% | $3,786-61.5% | $4,876-70.1% |
| Participant deferral / active EE | $2,531 | $5,316-52.4% | $4,482-43.5% | $5,439-53.5% |
| Admin fee / account holder | $2,025 | $10,887-81.4% | $8,021-74.8% | $10,886-81.4% |