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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 | $55,823 | $226,135-75.3% | $182,558-69.4% | $152,909-63.5% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.5%-15.8pp |
| Annual return | 25.05% | 192.60%-167.6pp | 148.59%-123.5pp | 345.46%-320.4pp |
| Employer contribution / active EE | $1,254 | $4,979-74.8% | $4,076-69.2% | $4,764-73.7% |
| Participant deferral / active EE | $2,005 | $6,371-68.5% | $5,526-63.7% | $5,851-65.7% |
| Admin fee / account holder | $452 | $10,707-95.8% | $8,594-94.7% | $11,601-96.1% |