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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 | $24,900 | $175,257-85.8% | $149,717-83.4% | $139,456-82.1% |
| Participation rate | 62.5% | 83.4%-20.9pp | 78.8%-16.3pp | 80.3%-17.8pp |
| Annual return | 21.27% | 166.70%-145.4pp | 134.41%-113.1pp | 373.45%-352.2pp |
| Employer contribution / active EE | $1,435 | $5,477-73.8% | $4,820-70.2% | $4,753-69.8% |
| Participant deferral / active EE | $4,370 | $6,521-33.0% | $5,682-23.1% | $6,711-34.9% |
| Admin fee / account holder | $3,669 | $16,156-77.3% | $13,213-72.2% | $11,407-67.8% |