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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 | $29,799 | $121,677-75.5% | $104,625-71.5% | $158,966-81.3% |
| Participation rate | 62.5% | 77.5%-15.0pp | 74.1%-11.6pp | 82.0%-19.5pp |
| Annual return | 21.55% | 465.58%-444.0pp | 340.60%-319.0pp | 302.95%-281.4pp |
| Employer contribution / active EE | $1,060 | $3,165-66.5% | $2,681-60.5% | $4,762-77.7% |
| Participant deferral / active EE | $3,634 | $4,175-13.0% | $3,738-2.8% | $5,983-39.3% |
| Admin fee / account holder | $343 | $7,777-95.6% | $6,465-94.7% | $11,250-97.0% |