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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 | $123,434 | $129,737-4.9% | $119,126+3.6% | $154,746-20.2% |
| Participation rate | 50.0% | 78.9%-28.9pp | 75.8%-25.8pp | 80.7%-30.7pp |
| Annual return | 22.92% | 379.08%-356.2pp | 282.11%-259.2pp | 172.34%-149.4pp |
| Employer contribution / active EE | $3,660 | $4,375-16.3% | $4,034-9.3% | $4,379-16.4% |
| Participant deferral / active EE | $5,095 | $5,842-12.8% | $5,318-4.2% | $6,730-24.3% |
| Admin fee / account holder | $3,488 | $11,961-70.8% | $10,693-67.4% | $14,365-75.7% |