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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 | $76,617 | $226,105-66.1% | $182,540-58.0% | $152,897-49.9% |
| Participation rate | 42.9% | 82.5%-39.6pp | 78.0%-35.1pp | 82.5%-39.6pp |
| Annual return | 28.31% | 192.58%-164.3pp | 148.58%-120.3pp | 345.43%-317.1pp |
| Employer contribution / active EE | $1,935 | $4,978-61.1% | $4,076-52.5% | $4,764-59.4% |
| Participant deferral / active EE | $8,097 | $6,370+27.1% | $5,525+46.5% | $5,851+38.4% |
| Admin fee / account holder | $587 | $10,706-94.5% | $8,593-93.2% | $11,599-94.9% |