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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 | $55,889 | $138,072-59.5% | $123,549-54.8% | $135,382-58.7% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | 8.90% | 153.69%-144.8pp | 119.20%-110.3pp | 519.77%-510.9pp |
| Employer contribution / active EE | $1,291 | $5,152-74.9% | $4,628-72.1% | $4,779-73.0% |
| Participant deferral / active EE | $3,115 | $6,799-54.2% | $6,426-51.5% | $5,609-44.5% |
| Admin fee / account holder | $5,956 | $10,917-45.4% | $9,284-35.8% | $10,829-45.0% |