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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 | $23,789 | $175,259-86.4% | $149,723-84.1% | $139,487-82.9% |
| Participation rate | 63.6% | 83.4%-19.8pp | 78.8%-15.1pp | 80.3%-16.7pp |
| Annual return | 22.35% | 166.82%-144.5pp | 134.50%-112.2pp | 373.84%-351.5pp |
| Employer contribution / active EE | $1,560 | $5,478-71.5% | $4,821-67.6% | $4,755-67.2% |
| Participant deferral / active EE | $2,124 | $6,522-67.4% | $5,682-62.6% | $6,713-68.4% |
| Admin fee / account holder | $525 | $16,158-96.8% | $13,215-96.0% | $11,407-95.4% |