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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 | $60,375 | $175,257-65.6% | $149,717-59.7% | $139,456-56.7% |
| Participation rate | 44.4% | 83.4%-38.9pp | 78.8%-34.3pp | 80.3%-35.9pp |
| Annual return | 16.20% | 166.70%-150.5pp | 134.41%-118.2pp | 373.45%-357.2pp |
| Employer contribution / active EE | $1,468 | $5,477-73.2% | $4,820-69.5% | $4,753-69.1% |
| Participant deferral / active EE | $2,324 | $6,521-64.4% | $5,682-59.1% | $6,711-65.4% |
| Admin fee / account holder | $1,081 | $16,156-93.3% | $13,213-91.8% | $11,407-90.5% |