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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 | $26,144 | $176,105-85.2% | $159,474-83.6% | $167,536-84.4% |
| Participation rate | 63.6% | 85.0%-21.3pp | 82.8%-19.2pp | 82.1%-18.5pp |
| Annual return | 17.61% | 331.91%-314.3pp | 263.68%-246.1pp | 478.82%-461.2pp |
| Employer contribution / active EE | $2,260 | $5,299-57.4% | $4,831-53.2% | $4,839-53.3% |
| Participant deferral / active EE | $3,037 | $7,751-60.8% | $7,353-58.7% | $6,342-52.1% |
| Admin fee / account holder | $1,060 | $12,559-91.6% | $10,802-90.2% | $12,315-91.4% |