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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 | $123,254 | $176,120-30.0% | $159,487-22.7% | $167,553-26.4% |
| Participation rate | 39.1% | 85.0%-45.8pp | 82.8%-43.7pp | 82.1%-43.0pp |
| Annual return | 15.50% | 331.95%-316.4pp | 263.71%-248.2pp | 478.89%-463.4pp |
| Employer contribution / active EE | $1,090 | $5,299-79.4% | $4,831-77.4% | $4,840-77.5% |
| Participant deferral / active EE | $3,779 | $7,752-51.2% | $7,354-48.6% | $6,343-40.4% |
| Admin fee / account holder | $7,998 | $12,561-36.3% | $10,804-26.0% | $12,316-35.1% |