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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 | $72,777 | $180,749-59.7% | $160,784-54.7% | $137,256-47.0% |
| Participation rate | 29.4% | 80.0%-50.6pp | 77.0%-47.5pp | 80.0%-50.5pp |
| Annual return | 11.12% | 2234.46%-2223.3pp | 1803.92%-1792.8pp | 220.34%-209.2pp |
| Employer contribution / active EE | $1,762 | $4,155-57.6% | $3,733-52.8% | $4,156-57.6% |
| Participant deferral / active EE | $4,418 | $6,844-35.5% | $6,293-29.8% | $6,407-31.0% |
| Admin fee / account holder | $12,548 | $10,397+20.7% | $9,717+29.1% | $12,270+2.3% |