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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 | $140,864 | $217,432-35.2% | $185,851-24.2% | $167,553-15.9% |
| Participation rate | 62.5% | 86.1%-23.6pp | 81.7%-19.2pp | 82.1%-19.6pp |
| Annual return | 12.91% | 148.43%-135.5pp | 122.11%-109.2pp | 478.89%-466.0pp |
| Employer contribution / active EE | $1,477 | $5,874-74.9% | $5,168-71.4% | $4,840-69.5% |
| Participant deferral / active EE | $4,928 | $6,357-22.5% | $5,569-11.5% | $6,343-22.3% |
| Admin fee / account holder | $5,339 | $19,820-73.1% | $16,245-67.1% | $12,316-56.7% |