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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 | $60,621 | $217,427-72.1% | $185,837-67.4% | $167,518-63.8% |
| Participation rate | 60.0% | 86.0%-26.0pp | 81.7%-21.7pp | 82.1%-22.1pp |
| Annual return | 13.61% | 148.39%-134.8pp | 122.08%-108.5pp | 478.71%-465.1pp |
| Employer contribution / active EE | $1,583 | $5,874-73.0% | $5,168-69.4% | $4,838-67.3% |
| Participant deferral / active EE | $5,576 | $6,357-12.3% | $5,568+0.1% | $6,342-12.1% |
| Admin fee / account holder | $3,425 | $19,816-82.7% | $16,241-78.9% | $12,312-72.2% |