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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 | $110,932 | $202,342-45.2% | $172,752-35.8% | $152,897-27.4% |
| Participation rate | 61.5% | 87.1%-25.5pp | 82.6%-21.1pp | 82.5%-20.9pp |
| Annual return | 23.03% | 1029.83%-1006.8pp | 802.97%-779.9pp | 345.43%-322.4pp |
| Employer contribution / active EE | $1,467 | $5,858-75.0% | $5,144-71.5% | $4,764-69.2% |
| Participant deferral / active EE | $3,249 | $5,948-45.4% | $5,198-37.5% | $5,851-44.5% |
| Admin fee / account holder | $5,411 | $17,111-68.4% | $13,955-61.2% | $11,599-53.4% |