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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 | $35,550 | $209,422-83.0% | $178,503-80.1% | $158,982-77.6% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 17.60% | 188.81%-171.2pp | 151.12%-133.5pp | 302.99%-285.4pp |
| Employer contribution / active EE | $1,427 | $5,707-75.0% | $5,011-71.5% | $4,763-70.0% |
| Participant deferral / active EE | $4,463 | $5,955-25.1% | $5,202-14.2% | $5,983-25.4% |
| Admin fee / account holder | $5,356 | $17,079-68.6% | $13,987-61.7% | $11,252-52.4% |