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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 | $69,159 | $210,698-67.2% | $178,014-61.2% | $145,959-52.6% |
| Participation rate | 69.2% | 80.8%-11.5pp | 77.1%-7.9pp | 80.3%-11.1pp |
| Annual return | 15.36% | 386.27%-370.9pp | 294.80%-279.4pp | 561.95%-546.6pp |
| Employer contribution / active EE | $1,745 | $4,567-61.8% | $3,950-55.8% | $4,661-62.6% |
| Participant deferral / active EE | $4,310 | $6,958-38.1% | $6,276-31.3% | $6,689-35.6% |
| Admin fee / account holder | $1,348 | $12,016-88.8% | $10,362-87.0% | $13,398-89.9% |