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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 | $55,450 | $217,432-74.5% | $185,849-70.2% | $167,536-66.9% |
| Participation rate | 45.0% | 86.1%-41.1pp | 81.7%-36.7pp | 82.1%-37.1pp |
| Annual return | 10.11% | 148.42%-138.3pp | 122.10%-112.0pp | 478.82%-468.7pp |
| Employer contribution / active EE | $2,130 | $5,875-63.7% | $5,169-58.8% | $4,839-56.0% |
| Participant deferral / active EE | $3,390 | $6,357-46.7% | $5,569-39.1% | $6,342-46.5% |
| Admin fee / account holder | $450 | $19,818-97.7% | $16,244-97.2% | $12,315-96.3% |