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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 | $25,503 | $176,105-85.5% | $159,474-84.0% | $167,536-84.8% |
| Participation rate | 53.8% | 85.0%-31.1pp | 82.8%-29.0pp | 82.1%-28.3pp |
| Annual return | 27.44% | 331.91%-304.5pp | 263.68%-236.2pp | 478.82%-451.4pp |
| Employer contribution / active EE | $1,349 | $5,299-74.5% | $4,831-72.1% | $4,839-72.1% |
| Participant deferral / active EE | $5,968 | $7,751-23.0% | $7,353-18.8% | $6,342-5.9% |
| Admin fee / account holder | $1,050 | $12,559-91.6% | $10,802-90.3% | $12,315-91.5% |