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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 | $54,399 | $217,432-75.0% | $185,851-70.7% | $167,553-67.5% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 17.77% | 148.43%-130.7pp | 122.11%-104.3pp | 478.89%-461.1pp |
| Employer contribution / active EE | $2,458 | $5,874-58.2% | $5,168-52.4% | $4,840-49.2% |
| Participant deferral / active EE | $7,063 | $6,357+11.1% | $5,569+26.8% | $6,343+11.4% |
| Admin fee / account holder | $1,000 | $19,820-95.0% | $16,245-93.8% | $12,316-91.9% |