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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 | $57,535 | $176,120-67.3% | $159,487-63.9% | $167,553-65.7% |
| Participation rate | 60.0% | 85.0%-25.0pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 18.19% | 331.95%-313.8pp | 263.71%-245.5pp | 478.89%-460.7pp |
| Employer contribution / active EE | $1,043 | $5,299-80.3% | $4,831-78.4% | $4,840-78.4% |
| Participant deferral / active EE | $4,174 | $7,752-46.2% | $7,354-43.2% | $6,343-34.2% |
| Admin fee / account holder | $7,071 | $12,561-43.7% | $10,804-34.6% | $12,316-42.6% |