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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 | $32,212 | $232,540-86.1% | $185,117-82.6% | $147,586-78.2% |
| Participation rate | 64.3% | 82.4%-18.1pp | 77.3%-13.0pp | 82.8%-18.5pp |
| Annual return | 583.12% | 43.03%+540.1pp | 40.50%+542.6pp | 578.59%+4.5pp |
| Employer contribution / active EE | $814 | $5,195-84.3% | $4,182-80.5% | $4,876-83.3% |
| Participant deferral / active EE | $5,119 | $5,834-12.2% | $5,045+1.5% | $5,439-5.9% |
| Admin fee / account holder | $863 | $10,275-91.6% | $8,159-89.4% | $10,886-92.1% |