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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 | $49,820 | $217,427-77.1% | $185,837-73.2% | $167,518-70.3% |
| Participation rate | 62.5% | 86.0%-23.5pp | 81.7%-19.2pp | 82.1%-19.6pp |
| Annual return | 18.75% | 148.39%-129.6pp | 122.08%-103.3pp | 478.71%-460.0pp |
| Employer contribution / active EE | $2,474 | $5,874-57.9% | $5,168-52.1% | $4,838-48.9% |
| Participant deferral / active EE | $6,536 | $6,357+2.8% | $5,568+17.4% | $6,342+3.1% |
| Admin fee / account holder | $1,039 | $19,816-94.8% | $16,241-93.6% | $12,312-91.6% |