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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 | $68,971 | $198,457-65.2% | $170,435-59.5% | $147,586-53.3% |
| Participation rate | 40.0% | 88.0%-48.0pp | 83.6%-43.6pp | 82.8%-42.8pp |
| Annual return | 10.80% | 257.30%-246.5pp | 205.94%-195.1pp | 578.59%-567.8pp |
| Employer contribution / active EE | $1,356 | $6,183-78.1% | $5,432-75.0% | $4,876-72.2% |
| Participant deferral / active EE | $1,967 | $5,629-65.1% | $4,939-60.2% | $5,439-63.8% |
| Admin fee / account holder | $509 | $16,852-97.0% | $13,881-96.3% | $10,886-95.3% |