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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 | $80,907 | $209,425-61.4% | $178,499-54.7% | $158,966-49.1% |
| Participation rate | 60.0% | 86.4%-26.4pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 9.68% | 188.80%-179.1pp | 151.10%-141.4pp | 302.95%-293.3pp |
| Employer contribution / active EE | $1,470 | $5,707-74.2% | $5,011-70.7% | $4,762-69.1% |
| Participant deferral / active EE | $3,510 | $5,955-41.1% | $5,202-32.5% | $5,983-41.3% |
| Admin fee / account holder | $1,700 | $17,078-90.0% | $13,986-87.8% | $11,250-84.9% |