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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 | $65,980 | $198,457-66.8% | $170,435-61.3% | $147,586-55.3% |
| Participation rate | 37.5% | 88.0%-50.5pp | 83.6%-46.1pp | 82.8%-45.3pp |
| Annual return | 22.19% | 257.30%-235.1pp | 205.94%-183.7pp | 578.59%-556.4pp |
| Employer contribution / active EE | $1,567 | $6,183-74.7% | $5,432-71.1% | $4,876-67.9% |
| Participant deferral / active EE | $2,797 | $5,629-50.3% | $4,939-43.4% | $5,439-48.6% |
| Admin fee / account holder | $422 | $16,852-97.5% | $13,881-97.0% | $10,886-96.1% |