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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 | $37,170 | $176,105-78.9% | $159,474-76.7% | $167,536-77.8% |
| Participation rate | 62.5% | 85.0%-22.5pp | 82.8%-20.3pp | 82.1%-19.6pp |
| Annual return | 18.32% | 331.91%-313.6pp | 263.68%-245.4pp | 478.82%-460.5pp |
| Employer contribution / active EE | $1,488 | $5,299-71.9% | $4,831-69.2% | $4,839-69.3% |
| Participant deferral / active EE | $2,754 | $7,751-64.5% | $7,353-62.5% | $6,342-56.6% |
| Admin fee / account holder | $4,547 | $12,559-63.8% | $10,802-57.9% | $12,315-63.1% |