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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 | $28,429 | $210,698-86.5% | $178,014-84.0% | $145,959-80.5% |
| Participation rate | 59.1% | 80.8%-21.7pp | 77.1%-18.0pp | 80.3%-21.2pp |
| Annual return | 13.19% | 386.27%-373.1pp | 294.80%-281.6pp | 561.95%-548.8pp |
| Employer contribution / active EE | $1,258 | $4,567-72.4% | $3,950-68.1% | $4,661-73.0% |
| Participant deferral / active EE | $1,874 | $6,958-73.1% | $6,276-70.1% | $6,689-72.0% |
| Admin fee / account holder | $1,807 | $12,016-85.0% | $10,362-82.6% | $13,398-86.5% |