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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 | $115,213 | $209,425-45.0% | $178,499-35.5% | $158,966-27.5% |
| Participation rate | 61.5% | 86.4%-24.8pp | 81.9%-20.4pp | 82.0%-20.4pp |
| Annual return | 14.46% | 188.80%-174.3pp | 151.10%-136.6pp | 302.95%-288.5pp |
| Employer contribution / active EE | $1,363 | $5,707-76.1% | $5,011-72.8% | $4,762-71.4% |
| Participant deferral / active EE | $3,714 | $5,955-37.6% | $5,202-28.6% | $5,983-37.9% |
| Admin fee / account holder | $589 | $17,078-96.5% | $13,986-95.8% | $11,250-94.8% |