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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 | $71,351 | $176,105-59.5% | $159,474-55.3% | $167,536-57.4% |
| Participation rate | 60.0% | 85.0%-25.0pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 13.62% | 331.91%-318.3pp | 263.68%-250.1pp | 478.82%-465.2pp |
| Employer contribution / active EE | $1,368 | $5,299-74.2% | $4,831-71.7% | $4,839-71.7% |
| Participant deferral / active EE | $5,760 | $7,751-25.7% | $7,353-21.7% | $6,342-9.2% |
| Admin fee / account holder | $9,855 | $12,559-21.5% | $10,802-8.8% | $12,315-20.0% |