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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 | $22,981 | $175,231-86.9% | $149,696-84.6% | $139,466-83.5% |
| Participation rate | 53.3% | 83.4%-30.1pp | 78.8%-25.4pp | 80.3%-27.0pp |
| Annual return | 25.58% | 166.77%-141.2pp | 134.46%-108.9pp | 373.66%-348.1pp |
| Employer contribution / active EE | $1,373 | $5,478-74.9% | $4,821-71.5% | $4,754-71.1% |
| Participant deferral / active EE | $4,590 | $6,521-29.6% | $5,682-19.2% | $6,712-31.6% |
| Admin fee / account holder | $702 | $16,155-95.7% | $13,212-94.7% | $11,409-93.8% |