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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 | $56,306 | $217,432-74.1% | $185,851-69.7% | $167,553-66.4% |
| Participation rate | 65.2% | 86.1%-20.8pp | 81.7%-16.5pp | 82.1%-16.9pp |
| Annual return | 26.51% | 148.43%-121.9pp | 122.11%-95.6pp | 478.89%-452.4pp |
| Employer contribution / active EE | $2,553 | $5,874-56.5% | $5,168-50.6% | $4,840-47.2% |
| Participant deferral / active EE | $4,501 | $6,357-29.2% | $5,569-19.2% | $6,343-29.0% |
| Admin fee / account holder | $7,750 | $19,820-60.9% | $16,245-52.3% | $12,316-37.1% |