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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 | $63,787 | $209,425-69.5% | $178,499-64.3% | $158,966-59.9% |
| Participation rate | 60.0% | 86.4%-26.4pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 11.42% | 188.80%-177.4pp | 151.10%-139.7pp | 302.95%-291.5pp |
| Employer contribution / active EE | $1,714 | $5,707-70.0% | $5,011-65.8% | $4,762-64.0% |
| Participant deferral / active EE | $3,113 | $5,955-47.7% | $5,202-40.2% | $5,983-48.0% |
| Admin fee / account holder | $529 | $17,078-96.9% | $13,986-96.2% | $11,250-95.3% |