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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 | $25,668 | $175,257-85.4% | $149,717-82.9% | $139,456-81.6% |
| Participation rate | 63.6% | 83.4%-19.8pp | 78.8%-15.1pp | 80.3%-16.7pp |
| Annual return | 23.44% | 166.70%-143.3pp | 134.41%-111.0pp | 373.45%-350.0pp |
| Employer contribution / active EE | $1,183 | $5,477-78.4% | $4,820-75.4% | $4,753-75.1% |
| Participant deferral / active EE | $4,890 | $6,521-25.0% | $5,682-13.9% | $6,711-27.1% |
| Admin fee / account holder | $1,332 | $16,156-91.8% | $13,213-89.9% | $11,407-88.3% |