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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 | $64,712 | $217,432-70.2% | $185,851-65.2% | $167,553-61.4% |
| Participation rate | 69.2% | 86.1%-16.8pp | 81.7%-12.5pp | 82.1%-12.9pp |
| Annual return | 16.54% | 148.43%-131.9pp | 122.11%-105.6pp | 478.89%-462.4pp |
| Employer contribution / active EE | $1,924 | $5,874-67.2% | $5,168-62.8% | $4,840-60.2% |
| Participant deferral / active EE | $4,679 | $6,357-26.4% | $5,569-16.0% | $6,343-26.2% |
| Admin fee / account holder | $1,019 | $19,820-94.9% | $16,245-93.7% | $12,316-91.7% |