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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 | $115,872 | $175,231-33.9% | $149,696-22.6% | $139,466-16.9% |
| Participation rate | 42.9% | 83.4%-40.5pp | 78.8%-35.9pp | 80.3%-37.5pp |
| Annual return | 18.52% | 166.77%-148.2pp | 134.46%-115.9pp | 373.66%-355.1pp |
| Employer contribution / active EE | $1,175 | $5,478-78.6% | $4,821-75.6% | $4,754-75.3% |
| Participant deferral / active EE | $9,649 | $6,521+48.0% | $5,682+69.8% | $6,712+43.8% |
| Admin fee / account holder | $423 | $16,155-97.4% | $13,212-96.8% | $11,409-96.3% |