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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 | $43,774 | $209,425-79.1% | $178,499-75.5% | $158,966-72.5% |
| Participation rate | 21.1% | 86.4%-65.3pp | 81.9%-60.9pp | 82.0%-60.9pp |
| Annual return | 29.10% | 188.80%-159.7pp | 151.10%-122.0pp | 302.95%-273.8pp |
| Employer contribution / active EE | $1,294 | $5,707-77.3% | $5,011-74.2% | $4,762-72.8% |
| Participant deferral / active EE | $2,691 | $5,955-54.8% | $5,202-48.3% | $5,983-55.0% |
| Admin fee / account holder | $614 | $17,078-96.4% | $13,986-95.6% | $11,250-94.5% |