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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 | $22,258 | $202,463-89.0% | $169,397-86.9% | $139,487-84.0% |
| Participation rate | 62.5% | 81.1%-18.6pp | 77.2%-14.7pp | 80.3%-17.8pp |
| Annual return | 16.64% | 532.64%-516.0pp | 406.23%-389.6pp | 373.84%-357.2pp |
| Employer contribution / active EE | $1,209 | $4,694-74.3% | $4,013-69.9% | $4,755-74.6% |
| Participant deferral / active EE | $4,943 | $6,941-28.8% | $6,223-20.6% | $6,713-26.4% |
| Admin fee / account holder | $5,107 | $10,726-52.4% | $9,017-43.4% | $11,407-55.2% |