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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 | $41,075 | $176,105-76.7% | $159,474-74.2% | $167,536-75.5% |
| Participation rate | 63.6% | 85.0%-21.3pp | 82.8%-19.2pp | 82.1%-18.5pp |
| Annual return | 19.74% | 331.91%-312.2pp | 263.68%-243.9pp | 478.82%-459.1pp |
| Employer contribution / active EE | $2,721 | $5,299-48.6% | $4,831-43.7% | $4,839-43.8% |
| Participant deferral / active EE | $3,431 | $7,751-55.7% | $7,353-53.3% | $6,342-45.9% |
| Admin fee / account holder | $827 | $12,559-93.4% | $10,802-92.3% | $12,315-93.3% |