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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 | $129,675 | $129,7370% | $119,126+8.9% | $154,746-16.2% |
| Participation rate | 16.7% | 78.9%-62.2pp | 75.8%-59.1pp | 80.7%-64.0pp |
| Annual return | 22.90% | 379.08%-356.2pp | 282.11%-259.2pp | 172.34%-149.4pp |
| Employer contribution / active EE | $1,668 | $4,375-61.9% | $4,034-58.6% | $4,379-61.9% |
| Participant deferral / active EE | $2,827 | $5,842-51.6% | $5,318-46.8% | $6,730-58.0% |
| Admin fee / account holder | $468 | $11,961-96.1% | $10,693-95.6% | $14,365-96.7% |