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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 | $80,156 | $217,432-63.1% | $185,849-56.9% | $167,536-52.2% |
| Participation rate | 30.0% | 86.1%-56.1pp | 81.7%-51.7pp | 82.1%-52.1pp |
| Annual return | 22.25% | 148.42%-126.2pp | 122.10%-99.9pp | 478.82%-456.6pp |
| Employer contribution / active EE | $3,490 | $5,875-40.6% | $5,169-32.5% | $4,839-27.9% |
| Participant deferral / active EE | $5,760 | $6,357-9.4% | $5,569+3.4% | $6,342-9.2% |
| Admin fee / account holder | $322 | $19,818-98.4% | $16,244-98.0% | $12,315-97.4% |