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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 | $145,016 | $209,422-30.8% | $178,503-18.8% | $158,982-8.8% |
| Participation rate | 62.5% | 86.4%-23.9pp | 81.9%-19.4pp | 82.0%-19.5pp |
| Annual return | 13.74% | 188.81%-175.1pp | 151.12%-137.4pp | 302.99%-289.3pp |
| Employer contribution / active EE | $1,429 | $5,707-75.0% | $5,011-71.5% | $4,763-70.0% |
| Participant deferral / active EE | $7,776 | $5,955+30.6% | $5,202+49.5% | $5,983+30.0% |
| Admin fee / account holder | $979 | $17,079-94.3% | $13,987-93.0% | $11,252-91.3% |