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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 | $120,273 | $109,904+9.4% | $97,167+23.8% | $145,959-17.6% |
| Participation rate | 69.2% | 75.9%-6.7pp | 72.7%-3.5pp | 80.3%-11.1pp |
| Annual return | 12.30% | 243.43%-231.1pp | 75.27%-63.0pp | 561.95%-549.7pp |
| Employer contribution / active EE | $1,193 | $3,084-61.3% | $2,729-56.3% | $4,661-74.4% |
| Participant deferral / active EE | $3,016 | $4,676-35.5% | $4,264-29.2% | $6,689-54.9% |
| Admin fee / account holder | $4,714 | $6,216-24.2% | $5,650-16.6% | $13,398-64.8% |