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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 | $118,041 | $149,040-20.8% | $120,225-1.8% | $137,256-14.0% |
| Participation rate | 66.7% | 75.4%-8.8pp | 69.6%-2.9pp | 80.0%-13.3pp |
| Annual return | 23.65% | 605.68%-582.0pp | 439.23%-415.6pp | 220.34%-196.7pp |
| Employer contribution / active EE | $2,177 | $4,350-49.9% | $3,475-37.4% | $4,156-47.6% |
| Participant deferral / active EE | $10,548 | $4,655+126.6% | $3,999+163.8% | $6,407+64.6% |
| Admin fee / account holder | $436 | $6,348-93.1% | $5,696-92.4% | $12,270-96.5% |