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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 | $128,697 | $176,105-26.9% | $159,474-19.3% | $167,536-23.2% |
| Participation rate | 57.1% | 85.0%-27.8pp | 82.8%-25.7pp | 82.1%-25.0pp |
| Annual return | 15.00% | 331.91%-316.9pp | 263.68%-248.7pp | 478.82%-463.8pp |
| Employer contribution / active EE | $2,466 | $5,299-53.5% | $4,831-49.0% | $4,839-49.0% |
| Participant deferral / active EE | $3,280 | $7,751-57.7% | $7,353-55.4% | $6,342-48.3% |
| Admin fee / account holder | $2,654 | $12,559-78.9% | $10,802-75.4% | $12,315-78.4% |