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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 | $37,523 | $176,105-78.7% | $159,474-76.5% | $167,536-77.6% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 15.78% | 331.91%-316.1pp | 263.68%-247.9pp | 478.82%-463.0pp |
| Employer contribution / active EE | $1,315 | $5,299-75.2% | $4,831-72.8% | $4,839-72.8% |
| Participant deferral / active EE | $2,915 | $7,751-62.4% | $7,353-60.4% | $6,342-54.0% |
| Admin fee / account holder | $708 | $12,559-94.4% | $10,802-93.4% | $12,315-94.3% |