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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 | $88,270 | $217,427-59.4% | $185,837-52.5% | $167,518-47.3% |
| Participation rate | 37.5% | 86.0%-48.5pp | 81.7%-44.2pp | 82.1%-44.6pp |
| Annual return | 14.20% | 148.39%-134.2pp | 122.08%-107.9pp | 478.71%-464.5pp |
| Employer contribution / active EE | $1,731 | $5,874-70.5% | $5,168-66.5% | $4,838-64.2% |
| Participant deferral / active EE | $3,539 | $6,357-44.3% | $5,568-36.5% | $6,342-44.2% |
| Admin fee / account holder | $4,354 | $19,816-78.0% | $16,241-73.2% | $12,312-64.6% |