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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 | $32,802 | $175,257-81.3% | $149,717-78.1% | $139,456-76.5% |
| Participation rate | 55.6% | 83.4%-27.8pp | 78.8%-23.2pp | 80.3%-24.8pp |
| Annual return | 18.16% | 166.70%-148.5pp | 134.41%-116.2pp | 373.45%-355.3pp |
| Employer contribution / active EE | $1,304 | $5,477-76.2% | $4,820-72.9% | $4,753-72.6% |
| Participant deferral / active EE | $2,489 | $6,521-61.8% | $5,682-56.2% | $6,711-62.9% |
| Admin fee / account holder | $391 | $16,156-97.6% | $13,213-97.0% | $11,407-96.6% |