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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 | $85,726 | $209,422-59.1% | $178,503-52.0% | $158,982-46.1% |
| Participation rate | 56.3% | 86.4%-30.1pp | 81.9%-25.7pp | 82.0%-25.7pp |
| Annual return | 13.36% | 188.81%-175.4pp | 151.12%-137.8pp | 302.99%-289.6pp |
| Employer contribution / active EE | $1,486 | $5,707-74.0% | $5,011-70.4% | $4,763-68.8% |
| Participant deferral / active EE | $4,068 | $5,955-31.7% | $5,202-21.8% | $5,983-32.0% |
| Admin fee / account holder | $1,230 | $17,079-92.8% | $13,987-91.2% | $11,252-89.1% |