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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 | $126,454 | $175,231-27.8% | $149,696-15.5% | $139,466-9.3% |
| Participation rate | 38.1% | 83.4%-45.3pp | 78.8%-40.7pp | 80.3%-42.2pp |
| Annual return | 15.98% | 166.77%-150.8pp | 134.46%-118.5pp | 373.66%-357.7pp |
| Employer contribution / active EE | $1,567 | $5,478-71.4% | $4,821-67.5% | $4,754-67.0% |
| Participant deferral / active EE | $3,971 | $6,521-39.1% | $5,682-30.1% | $6,712-40.8% |
| Admin fee / account holder | $937 | $16,155-94.2% | $13,212-92.9% | $11,409-91.8% |