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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 | $142,054 | $160,040-11.2% | $147,096-3.4% | $145,877-2.6% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 14.31% | 98.49%-84.2pp | 419.75%-405.4pp | 551.28%-537.0pp |
| Employer contribution / active EE | $1,080 | $5,289-79.6% | $4,936-78.1% | $4,663-76.8% |
| Participant deferral / active EE | $3,769 | $8,429-55.3% | $8,071-53.3% | $6,691-43.7% |
| Admin fee / account holder | $1,295 | $15,050-91.4% | $13,005-90.0% | $13,402-90.3% |