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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 | $130,468 | $165,399-21.1% | $149,745-12.9% | $158,982-17.9% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 21.30% | 348.34%-327.0pp | 276.72%-255.4pp | 302.99%-281.7pp |
| Employer contribution / active EE | $3,028 | $5,105-40.7% | $4,646-34.8% | $4,763-36.4% |
| Participant deferral / active EE | $13,342 | $7,183+85.7% | $6,843+95.0% | $5,983+123.0% |
| Admin fee / account holder | $1,422 | $10,811-86.8% | $9,312-84.7% | $11,252-87.4% |