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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 | $44,824 | $226,135-80.2% | $182,558-75.4% | $152,909-70.7% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.0%-18.0pp | 82.5%-22.5pp |
| Annual return | 20.83% | 192.60%-171.8pp | 148.59%-127.8pp | 345.46%-324.6pp |
| Employer contribution / active EE | $1,307 | $4,979-73.8% | $4,076-67.9% | $4,764-72.6% |
| Participant deferral / active EE | $3,329 | $6,371-47.7% | $5,526-39.8% | $5,851-43.1% |
| Admin fee / account holder | $4,219 | $10,707-60.6% | $8,594-50.9% | $11,601-63.6% |