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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 | $65,002 | $175,259-62.9% | $149,723-56.6% | $139,487-53.4% |
| Participation rate | 46.2% | 83.4%-37.2pp | 78.8%-32.6pp | 80.3%-34.2pp |
| Annual return | 22.34% | 166.82%-144.5pp | 134.50%-112.2pp | 373.84%-351.5pp |
| Employer contribution / active EE | $1,500 | $5,478-72.6% | $4,821-68.9% | $4,755-68.4% |
| Participant deferral / active EE | $7,233 | $6,522+10.9% | $5,682+27.3% | $6,713+7.7% |
| Admin fee / account holder | $1,638 | $16,158-89.9% | $13,215-87.6% | $11,407-85.6% |