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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 | $139,099 | $217,432-36.0% | $185,851-25.2% | $167,553-17.0% |
| Participation rate | 45.5% | 86.1%-40.6pp | 81.7%-36.3pp | 82.1%-36.7pp |
| Annual return | 11.00% | 148.43%-137.4pp | 122.11%-111.1pp | 478.89%-467.9pp |
| Employer contribution / active EE | $3,180 | $5,874-45.9% | $5,168-38.5% | $4,840-34.3% |
| Participant deferral / active EE | $7,736 | $6,357+21.7% | $5,569+38.9% | $6,343+22.0% |
| Admin fee / account holder | $1,168 | $19,820-94.1% | $16,245-92.8% | $12,316-90.5% |