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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 | $56,034 | $159,934-65.0% | $147,005-61.9% | $145,959-61.6% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.6pp |
| Annual return | 17.11% | 98.24%-81.1pp | 418.76%-401.7pp | 561.95%-544.8pp |
| Employer contribution / active EE | $1,370 | $5,287-74.1% | $4,934-72.2% | $4,661-70.6% |
| Participant deferral / active EE | $5,510 | $8,427-34.6% | $8,070-31.7% | $6,689-17.6% |
| Admin fee / account holder | $414 | $15,053-97.2% | $13,006-96.8% | $13,398-96.9% |