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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 | $23,673 | $175,231-86.5% | $149,696-84.2% | $139,466-83.0% |
| Participation rate | 58.8% | 83.4%-24.6pp | 78.8%-20.0pp | 80.3%-21.5pp |
| Annual return | 20.12% | 166.77%-146.7pp | 134.46%-114.3pp | 373.66%-353.5pp |
| Employer contribution / active EE | $1,563 | $5,478-71.5% | $4,821-67.6% | $4,754-67.1% |
| Participant deferral / active EE | $4,221 | $6,521-35.3% | $5,682-25.7% | $6,712-37.1% |
| Admin fee / account holder | $1,759 | $16,155-89.1% | $13,212-86.7% | $11,409-84.6% |