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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 | $67,261 | $226,105-70.3% | $182,540-63.2% | $152,897-56.0% |
| Participation rate | 55.0% | 82.5%-27.5pp | 78.0%-23.0pp | 82.5%-27.5pp |
| Annual return | 22.48% | 192.58%-170.1pp | 148.58%-126.1pp | 345.43%-322.9pp |
| Employer contribution / active EE | $984 | $4,978-80.2% | $4,076-75.9% | $4,764-79.4% |
| Participant deferral / active EE | $4,055 | $6,370-36.3% | $5,525-26.6% | $5,851-30.7% |
| Admin fee / account holder | $7,293 | $10,706-31.9% | $8,593-15.1% | $11,599-37.1% |