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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 | $42,247 | $175,257-75.9% | $149,717-71.8% | $139,456-69.7% |
| Participation rate | 60.9% | 83.4%-22.5pp | 78.8%-17.9pp | 80.3%-19.5pp |
| Annual return | 18.54% | 166.70%-148.2pp | 134.41%-115.9pp | 373.45%-354.9pp |
| Employer contribution / active EE | $1,931 | $5,477-64.7% | $4,820-59.9% | $4,753-59.4% |
| Participant deferral / active EE | $2,802 | $6,521-57.0% | $5,682-50.7% | $6,711-58.2% |
| Admin fee / account holder | $4,271 | $16,156-73.6% | $13,213-67.7% | $11,407-62.6% |