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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 | $29,532 | $176,120-83.2% | $159,487-81.5% | $167,553-82.4% |
| Participation rate | 62.5% | 85.0%-22.5pp | 82.8%-20.3pp | 82.1%-19.6pp |
| Annual return | 21.24% | 331.95%-310.7pp | 263.71%-242.5pp | 478.89%-457.7pp |
| Employer contribution / active EE | $2,961 | $5,299-44.1% | $4,831-38.7% | $4,840-38.8% |
| Participant deferral / active EE | $4,980 | $7,752-35.8% | $7,354-32.3% | $6,343-21.5% |
| Admin fee / account holder | $3,080 | $12,561-75.5% | $10,804-71.5% | $12,316-75.0% |