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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 | $25,534 | $202,440-87.4% | $169,390-84.9% | $139,466-81.7% |
| Participation rate | 45.5% | 81.1%-35.7pp | 77.2%-31.7pp | 80.3%-34.9pp |
| Annual return | 20.21% | 532.36%-512.1pp | 406.07%-385.9pp | 373.66%-353.4pp |
| Employer contribution / active EE | $1,588 | $4,693-66.2% | $4,013-60.4% | $4,754-66.6% |
| Participant deferral / active EE | $4,671 | $6,940-32.7% | $6,222-24.9% | $6,712-30.4% |
| Admin fee / account holder | $375 | $10,722-96.5% | $9,015-95.8% | $11,409-96.7% |