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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 | $59,408 | $226,105-73.7% | $182,540-67.5% | $152,897-61.1% |
| Participation rate | 26.1% | 82.5%-56.4pp | 78.0%-51.9pp | 82.5%-56.4pp |
| Annual return | 19.79% | 192.58%-172.8pp | 148.58%-128.8pp | 345.43%-325.6pp |
| Employer contribution / active EE | $825 | $4,978-83.4% | $4,076-79.8% | $4,764-82.7% |
| Participant deferral / active EE | $1,514 | $6,370-76.2% | $5,525-72.6% | $5,851-74.1% |
| Admin fee / account holder | $5,893 | $10,706-45.0% | $8,593-31.4% | $11,599-49.2% |