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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 | $86,726 | $198,457-56.3% | $170,435-49.1% | $147,586-41.2% |
| Participation rate | 61.9% | 88.0%-26.1pp | 83.6%-21.7pp | 82.8%-20.9pp |
| Annual return | 19.67% | 257.30%-237.6pp | 205.94%-186.3pp | 578.59%-558.9pp |
| Employer contribution / active EE | $1,396 | $6,183-77.4% | $5,432-74.3% | $4,876-71.4% |
| Participant deferral / active EE | $3,704 | $5,629-34.2% | $4,939-25.0% | $5,439-31.9% |
| Admin fee / account holder | $2,688 | $16,852-84.0% | $13,881-80.6% | $10,886-75.3% |