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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 | $34,501 | $226,135-84.7% | $182,558-81.1% | $152,909-77.4% |
| Participation rate | 55.0% | 82.5%-27.5pp | 78.0%-23.0pp | 82.5%-27.5pp |
| Annual return | 22.69% | 192.60%-169.9pp | 148.59%-125.9pp | 345.46%-322.8pp |
| Employer contribution / active EE | $1,739 | $4,979-65.1% | $4,076-57.3% | $4,764-63.5% |
| Participant deferral / active EE | $2,965 | $6,371-53.5% | $5,526-46.4% | $5,851-49.3% |
| Admin fee / account holder | $3,715 | $10,707-65.3% | $8,594-56.8% | $11,601-68.0% |