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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 | $169,356 | $217,427-22.1% | $185,837-8.9% | $167,518+1.1% |
| Participation rate | 42.9% | 86.0%-43.2pp | 81.7%-38.8pp | 82.1%-39.3pp |
| Annual return | 10.33% | 148.39%-138.1pp | 122.08%-111.7pp | 478.71%-468.4pp |
| Employer contribution / active EE | $1,568 | $5,874-73.3% | $5,168-69.7% | $4,838-67.6% |
| Participant deferral / active EE | $4,629 | $6,357-27.2% | $5,568-16.9% | $6,342-27.0% |
| Admin fee / account holder | $1,687 | $19,816-91.5% | $16,241-89.6% | $12,312-86.3% |