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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 | $55,557 | $165,399-66.4% | $149,745-62.9% | $158,982-65.1% |
| Participation rate | 25.0% | 84.6%-59.6pp | 82.5%-57.5pp | 82.0%-57.0pp |
| Annual return | 31.40% | 348.34%-316.9pp | 276.72%-245.3pp | 302.99%-271.6pp |
| Employer contribution / active EE | $1,778 | $5,105-65.2% | $4,646-61.7% | $4,763-62.7% |
| Participant deferral / active EE | $5,824 | $7,183-18.9% | $6,843-14.9% | $5,983-2.7% |
| Admin fee / account holder | $11,825 | $10,811+9.4% | $9,312+27.0% | $11,252+5.1% |