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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 | $44,096 | $176,077-75.0% | $159,455-72.3% | $167,518-73.7% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 12.21% | 331.83%-319.6pp | 263.63%-251.4pp | 478.71%-466.5pp |
| Employer contribution / active EE | $1,524 | $5,298-71.2% | $4,830-68.4% | $4,838-68.5% |
| Participant deferral / active EE | $2,648 | $7,751-65.8% | $7,353-64.0% | $6,342-58.2% |
| Admin fee / account holder | $8,827 | $12,556-29.7% | $10,800-18.3% | $12,312-28.3% |