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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 | $126,053 | $129,737-2.8% | $119,126+5.8% | $154,746-18.5% |
| Participation rate | 33.3% | 78.9%-45.5pp | 75.8%-42.4pp | 80.7%-47.4pp |
| Annual return | 20.06% | 379.08%-359.0pp | 282.11%-262.0pp | 172.34%-152.3pp |
| Employer contribution / active EE | $1,117 | $4,375-74.5% | $4,034-72.3% | $4,379-74.5% |
| Participant deferral / active EE | $5,391 | $5,842-7.7% | $5,318+1.4% | $6,730-19.9% |
| Admin fee / account holder | $1,436 | $11,961-88.0% | $10,693-86.6% | $14,365-90.0% |