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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 | $55,566 | $217,432-74.4% | $185,849-70.1% | $167,536-66.8% |
| Participation rate | 37.5% | 86.1%-48.6pp | 81.7%-44.2pp | 82.1%-44.6pp |
| Annual return | 27.27% | 148.42%-121.2pp | 122.10%-94.8pp | 478.82%-451.6pp |
| Employer contribution / active EE | $1,294 | $5,875-78.0% | $5,169-75.0% | $4,839-73.3% |
| Participant deferral / active EE | $2,901 | $6,357-54.4% | $5,569-47.9% | $6,342-54.3% |
| Admin fee / account holder | $912 | $19,818-95.4% | $16,244-94.4% | $12,315-92.6% |