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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 | $76,549 | $202,460-62.2% | $169,385-54.8% | $139,456-45.1% |
| Participation rate | 33.3% | 81.1%-47.8pp | 77.2%-43.8pp | 80.3%-47.0pp |
| Annual return | 14.32% | 532.07%-517.7pp | 405.82%-391.5pp | 373.45%-359.1pp |
| Employer contribution / active EE | $1,400 | $4,691-70.2% | $4,012-65.1% | $4,753-70.5% |
| Participant deferral / active EE | $3,500 | $6,938-49.6% | $6,221-43.7% | $6,711-47.8% |
| Admin fee / account holder | $2,280 | $10,719-78.7% | $9,011-74.7% | $11,407-80.0% |