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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 | $63,372 | $217,432-70.9% | $185,851-65.9% | $167,553-62.2% |
| Participation rate | 56.5% | 86.1%-29.5pp | 81.7%-25.2pp | 82.1%-25.6pp |
| Annual return | 15.97% | 148.43%-132.5pp | 122.11%-106.1pp | 478.89%-462.9pp |
| Employer contribution / active EE | $2,273 | $5,874-61.3% | $5,168-56.0% | $4,840-53.0% |
| Participant deferral / active EE | $4,318 | $6,357-32.1% | $5,569-22.5% | $6,343-31.9% |
| Admin fee / account holder | $2,004 | $19,820-89.9% | $16,245-87.7% | $12,316-83.7% |