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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 | $60,670 | $210,698-71.2% | $178,014-65.9% | $145,959-58.4% |
| Participation rate | 40.0% | 80.8%-40.8pp | 77.1%-37.1pp | 80.3%-40.3pp |
| Annual return | 13.55% | 386.27%-372.7pp | 294.80%-281.3pp | 561.95%-548.4pp |
| Employer contribution / active EE | $1,623 | $4,567-64.5% | $3,950-58.9% | $4,661-65.2% |
| Participant deferral / active EE | $5,436 | $6,958-21.9% | $6,276-13.4% | $6,689-18.7% |
| Admin fee / account holder | $438 | $12,016-96.4% | $10,362-95.8% | $13,398-96.7% |