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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 | $73,150 | $217,432-66.4% | $185,849-60.6% | $167,536-56.3% |
| Participation rate | 47.1% | 86.1%-39.0pp | 81.7%-34.6pp | 82.1%-35.1pp |
| Annual return | 15.93% | 148.42%-132.5pp | 122.10%-106.2pp | 478.82%-462.9pp |
| Employer contribution / active EE | $2,439 | $5,875-58.5% | $5,169-52.8% | $4,839-49.6% |
| Participant deferral / active EE | $4,649 | $6,357-26.9% | $5,569-16.5% | $6,342-26.7% |
| Admin fee / account holder | $1,697 | $19,818-91.4% | $16,244-89.6% | $12,315-86.2% |