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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 | $61,761 | $210,698-70.7% | $178,014-65.3% | $145,959-57.7% |
| Participation rate | 38.5% | 80.8%-42.3pp | 77.1%-38.6pp | 80.3%-41.8pp |
| Annual return | 16.19% | 386.27%-370.1pp | 294.80%-278.6pp | 561.95%-545.8pp |
| Employer contribution / active EE | $804 | $4,567-82.4% | $3,950-79.6% | $4,661-82.7% |
| Participant deferral / active EE | $2,188 | $6,958-68.5% | $6,276-65.1% | $6,689-67.3% |
| Admin fee / account holder | $1,640 | $12,016-86.4% | $10,362-84.2% | $13,398-87.8% |