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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 | $42,795 | $209,422-79.6% | $178,503-76.0% | $158,982-73.1% |
| Participation rate | 63.2% | 86.4%-23.2pp | 81.9%-18.8pp | 82.0%-18.8pp |
| Annual return | 17.76% | 188.81%-171.0pp | 151.12%-133.4pp | 302.99%-285.2pp |
| Employer contribution / active EE | $2,291 | $5,707-59.9% | $5,011-54.3% | $4,763-51.9% |
| Participant deferral / active EE | $3,014 | $5,955-49.4% | $5,202-42.1% | $5,983-49.6% |
| Admin fee / account holder | $884 | $17,079-94.8% | $13,987-93.7% | $11,252-92.1% |