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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 | $25,015 | $226,105-88.9% | $182,540-86.3% | $152,897-83.6% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.0%-18.0pp | 82.5%-22.5pp |
| Annual return | 33.14% | 192.58%-159.4pp | 148.58%-115.4pp | 345.43%-312.3pp |
| Employer contribution / active EE | $1,634 | $4,978-67.2% | $4,076-59.9% | $4,764-65.7% |
| Participant deferral / active EE | $4,394 | $6,370-31.0% | $5,525-20.5% | $5,851-24.9% |
| Admin fee / account holder | $708 | $10,706-93.4% | $8,593-91.8% | $11,599-93.9% |