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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 | $67,221 | $175,259-61.6% | $149,723-55.1% | $139,487-51.8% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 18.18% | 166.82%-148.6pp | 134.50%-116.3pp | 373.84%-355.7pp |
| Employer contribution / active EE | $2,556 | $5,478-53.3% | $4,821-47.0% | $4,755-46.2% |
| Participant deferral / active EE | $11,859 | $6,522+81.8% | $5,682+108.7% | $6,713+76.7% |
| Admin fee / account holder | $742 | $16,158-95.4% | $13,215-94.4% | $11,407-93.5% |