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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 | $74,742 | $202,460-63.1% | $169,385-55.9% | $139,456-46.4% |
| Participation rate | 21.4% | 81.1%-59.7pp | 77.2%-55.7pp | 80.3%-58.9pp |
| Annual return | 18.97% | 532.07%-513.1pp | 405.82%-386.8pp | 373.45%-354.5pp |
| Employer contribution / active EE | $1,014 | $4,691-78.4% | $4,012-74.7% | $4,753-78.7% |
| Participant deferral / active EE | $3,755 | $6,938-45.9% | $6,221-39.6% | $6,711-44.1% |
| Admin fee / account holder | $780 | $10,719-92.7% | $9,011-91.3% | $11,407-93.2% |