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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 | $55,857 | $226,135-75.3% | $182,558-69.4% | $152,909-63.5% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.5%-15.8pp |
| Annual return | 22.80% | 192.60%-169.8pp | 148.59%-125.8pp | 345.46%-322.7pp |
| Employer contribution / active EE | $775 | $4,979-84.4% | $4,076-81.0% | $4,764-83.7% |
| Participant deferral / active EE | $3,012 | $6,371-52.7% | $5,526-45.5% | $5,851-48.5% |
| Admin fee / account holder | $4,249 | $10,707-60.3% | $8,594-50.6% | $11,601-63.4% |