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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 | $140,418 | $176,105-20.3% | $159,474-11.9% | $167,536-16.2% |
| Participation rate | 62.5% | 85.0%-22.5pp | 82.8%-20.3pp | 82.1%-19.6pp |
| Annual return | 15.01% | 331.91%-316.9pp | 263.68%-248.7pp | 478.82%-463.8pp |
| Employer contribution / active EE | $1,418 | $5,299-73.2% | $4,831-70.6% | $4,839-70.7% |
| Participant deferral / active EE | $5,274 | $7,751-32.0% | $7,353-28.3% | $6,342-16.9% |
| Admin fee / account holder | $666 | $12,559-94.7% | $10,802-93.8% | $12,315-94.6% |