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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 | $73,138 | $202,440-63.9% | $169,390-56.8% | $139,466-47.6% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.2%-27.2pp | 80.3%-30.3pp |
| Annual return | 18.64% | 532.36%-513.7pp | 406.07%-387.4pp | 373.66%-355.0pp |
| Employer contribution / active EE | $1,183 | $4,693-74.8% | $4,013-70.5% | $4,754-75.1% |
| Participant deferral / active EE | $1,840 | $6,940-73.5% | $6,222-70.4% | $6,712-72.6% |
| Admin fee / account holder | $15,167 | $10,722+41.5% | $9,015+68.2% | $11,409+32.9% |