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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 | $75,468 | $209,422-64.0% | $178,503-57.7% | $158,982-52.5% |
| Participation rate | 55.6% | 86.4%-30.8pp | 81.9%-26.4pp | 82.0%-26.4pp |
| Annual return | 18.27% | 188.81%-170.5pp | 151.12%-132.8pp | 302.99%-284.7pp |
| Employer contribution / active EE | $1,565 | $5,707-72.6% | $5,011-68.8% | $4,763-67.1% |
| Participant deferral / active EE | $5,090 | $5,955-14.5% | $5,202-2.2% | $5,983-14.9% |
| Admin fee / account holder | $1,719 | $17,079-89.9% | $13,987-87.7% | $11,252-84.7% |