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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 | $89,843 | $175,231-48.7% | $149,696-40.0% | $139,466-35.6% |
| Participation rate | 61.5% | 83.4%-21.9pp | 78.8%-17.2pp | 80.3%-18.8pp |
| Annual return | 14.91% | 166.77%-151.9pp | 134.46%-119.5pp | 373.66%-358.8pp |
| Employer contribution / active EE | $1,490 | $5,478-72.8% | $4,821-69.1% | $4,754-68.7% |
| Participant deferral / active EE | $2,718 | $6,521-58.3% | $5,682-52.2% | $6,712-59.5% |
| Admin fee / account holder | $1,291 | $16,155-92.0% | $13,212-90.2% | $11,409-88.7% |