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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 | $30,608 | $175,231-82.5% | $149,696-79.6% | $139,466-78.1% |
| Participation rate | 46.2% | 83.4%-37.2pp | 78.8%-32.6pp | 80.3%-34.2pp |
| Annual return | 19.17% | 166.77%-147.6pp | 134.46%-115.3pp | 373.66%-354.5pp |
| Employer contribution / active EE | $1,547 | $5,478-71.8% | $4,821-67.9% | $4,754-67.5% |
| Participant deferral / active EE | $6,007 | $6,521-7.9% | $5,682+5.7% | $6,712-10.5% |
| Admin fee / account holder | $501 | $16,155-96.9% | $13,212-96.2% | $11,409-95.6% |