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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 | $82,170 | $175,257-53.1% | $149,717-45.1% | $139,456-41.1% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 20.78% | 166.70%-145.9pp | 134.41%-113.6pp | 373.45%-352.7pp |
| Employer contribution / active EE | $1,812 | $5,477-66.9% | $4,820-62.4% | $4,753-61.9% |
| Participant deferral / active EE | $5,298 | $6,521-18.8% | $5,682-6.8% | $6,711-21.1% |
| Admin fee / account holder | $904 | $16,156-94.4% | $13,213-93.2% | $11,407-92.1% |