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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 | $51,063 | $180,462-71.7% | $154,111-66.9% | $135,379-62.3% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | 5.93% | 888.17%-882.2pp | 735.18%-729.3pp | 519.79%-513.9pp |
| Employer contribution / active EE | $3,275 | $6,036-45.7% | $5,298-38.2% | $4,779-31.5% |
| Participant deferral / active EE | $3,193 | $5,806-45.0% | $5,081-37.2% | $5,609-43.1% |
| Admin fee / account holder | $699 | $16,145-95.7% | $13,411-94.8% | $10,828-93.5% |