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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 | $124,897 | $209,428-40.4% | $178,498-30.0% | $158,950-21.4% |
| Participation rate | 54.5% | 86.4%-31.8pp | 81.9%-27.4pp | 82.0%-27.4pp |
| Annual return | 19.19% | 188.78%-169.6pp | 151.09%-131.9pp | 302.91%-283.7pp |
| Employer contribution / active EE | $1,298 | $5,707-77.3% | $5,011-74.1% | $4,762-72.7% |
| Participant deferral / active EE | $8,264 | $5,955+38.8% | $5,202+58.9% | $5,983+38.1% |
| Admin fee / account holder | $471 | $17,077-97.2% | $13,985-96.6% | $11,248-95.8% |