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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 | $24,838 | $202,463-87.7% | $169,397-85.3% | $139,487-82.2% |
| Participation rate | 60.9% | 81.1%-20.2pp | 77.2%-16.3pp | 80.3%-19.5pp |
| Annual return | 43.47% | 532.64%-489.2pp | 406.23%-362.8pp | 373.84%-330.4pp |
| Employer contribution / active EE | $2,067 | $4,694-56.0% | $4,013-48.5% | $4,755-56.5% |
| Participant deferral / active EE | $4,217 | $6,941-39.2% | $6,223-32.2% | $6,713-37.2% |
| Admin fee / account holder | $7,605 | $10,726-29.1% | $9,017-15.7% | $11,407-33.3% |