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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 | $83,099 | $198,457-58.1% | $170,435-51.2% | $147,586-43.7% |
| Participation rate | 46.2% | 88.0%-41.8pp | 83.6%-37.4pp | 82.8%-36.7pp |
| Annual return | 14.89% | 257.30%-242.4pp | 205.94%-191.1pp | 578.59%-563.7pp |
| Employer contribution / active EE | $1,714 | $6,183-72.3% | $5,432-68.5% | $4,876-64.9% |
| Participant deferral / active EE | $3,695 | $5,629-34.4% | $4,939-25.2% | $5,439-32.1% |
| Admin fee / account holder | $435 | $16,852-97.4% | $13,881-96.9% | $10,886-96.0% |