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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 | $62,693 | $217,432-71.2% | $185,849-66.3% | $167,536-62.6% |
| Participation rate | 35.7% | 86.1%-50.3pp | 81.7%-46.0pp | 82.1%-46.4pp |
| Annual return | 11.86% | 148.42%-136.6pp | 122.10%-110.2pp | 478.82%-467.0pp |
| Employer contribution / active EE | $1,661 | $5,875-71.7% | $5,169-67.9% | $4,839-65.7% |
| Participant deferral / active EE | $4,313 | $6,357-32.2% | $5,569-22.5% | $6,342-32.0% |
| Admin fee / account holder | $830 | $19,818-95.8% | $16,244-94.9% | $12,315-93.3% |