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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 | $91,481 | $209,405-56.3% | $178,486-48.7% | $158,931-42.4% |
| Participation rate | 60.0% | 86.4%-26.4pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 20.07% | 188.77%-168.7pp | 151.08%-131.0pp | 302.86%-282.8pp |
| Employer contribution / active EE | $1,746 | $5,707-69.4% | $5,011-65.2% | $4,761-63.3% |
| Participant deferral / active EE | $2,859 | $5,954-52.0% | $5,202-45.0% | $5,982-52.2% |
| Admin fee / account holder | $2,394 | $17,076-86.0% | $13,985-82.9% | $11,247-78.7% |