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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 | $143,407 | $209,425-31.5% | $178,499-19.7% | $158,966-9.8% |
| Participation rate | 59.1% | 86.4%-27.3pp | 81.9%-22.8pp | 82.0%-22.9pp |
| Annual return | 18.21% | 188.80%-170.6pp | 151.10%-132.9pp | 302.95%-284.7pp |
| Employer contribution / active EE | $1,389 | $5,707-75.7% | $5,011-72.3% | $4,762-70.8% |
| Participant deferral / active EE | $2,637 | $5,955-55.7% | $5,202-49.3% | $5,983-55.9% |
| Admin fee / account holder | $3,482 | $17,078-79.6% | $13,986-75.1% | $11,250-69.0% |