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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 | $44,059 | $209,425-79.0% | $178,499-75.3% | $158,966-72.3% |
| Participation rate | 69.2% | 86.4%-17.1pp | 81.9%-12.7pp | 82.0%-12.7pp |
| Annual return | 134.15% | 188.80%-54.6pp | 151.10%-16.9pp | 302.95%-168.8pp |
| Employer contribution / active EE | $1,223 | $5,707-78.6% | $5,011-75.6% | $4,762-74.3% |
| Participant deferral / active EE | $2,904 | $5,955-51.2% | $5,202-44.2% | $5,983-51.5% |
| Admin fee / account holder | $1,174 | $17,078-93.1% | $13,986-91.6% | $11,250-89.6% |