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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 | $35,729 | $217,432-83.6% | $185,851-80.8% | $167,553-78.7% |
| Participation rate | 68.4% | 86.1%-17.6pp | 81.7%-13.3pp | 82.1%-13.7pp |
| Annual return | 14.17% | 148.43%-134.3pp | 122.11%-107.9pp | 478.89%-464.7pp |
| Employer contribution / active EE | $1,696 | $5,874-71.1% | $5,168-67.2% | $4,840-65.0% |
| Participant deferral / active EE | $4,785 | $6,357-24.7% | $5,569-14.1% | $6,343-24.6% |
| Admin fee / account holder | $5,011 | $19,820-74.7% | $16,245-69.2% | $12,316-59.3% |