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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 | $109,791 | $176,105-37.7% | $159,474-31.2% | $167,536-34.5% |
| Participation rate | 60.0% | 85.0%-25.0pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 12.27% | 331.91%-319.6pp | 263.68%-251.4pp | 478.82%-466.5pp |
| Employer contribution / active EE | $1,351 | $5,299-74.5% | $4,831-72.0% | $4,839-72.1% |
| Participant deferral / active EE | $4,670 | $7,751-39.8% | $7,353-36.5% | $6,342-26.4% |
| Admin fee / account holder | $1,485 | $12,559-88.2% | $10,802-86.3% | $12,315-87.9% |