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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 | $53,304 | $217,432-75.5% | $185,851-71.3% | $167,553-68.2% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 14.67% | 148.43%-133.8pp | 122.11%-107.4pp | 478.89%-464.2pp |
| Employer contribution / active EE | $2,589 | $5,874-55.9% | $5,168-49.9% | $4,840-46.5% |
| Participant deferral / active EE | $4,296 | $6,357-32.4% | $5,569-22.8% | $6,343-32.3% |
| Admin fee / account holder | $3,795 | $19,820-80.9% | $16,245-76.6% | $12,316-69.2% |