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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 | $108,589 | $198,462-45.3% | $170,439-36.3% | $147,585-26.4% |
| Participation rate | 69.6% | 88.0%-18.4pp | 83.6%-14.0pp | 82.8%-13.3pp |
| Annual return | 17.08% | 257.30%-240.2pp | 205.94%-188.9pp | 578.58%-561.5pp |
| Employer contribution / active EE | $1,412 | $6,184-77.2% | $5,433-74.0% | $4,876-71.0% |
| Participant deferral / active EE | $4,915 | $5,629-12.7% | $4,939-0.5% | $5,439-9.6% |
| Admin fee / account holder | $1,537 | $16,852-90.9% | $13,881-88.9% | $10,886-85.9% |