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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 | $44,000 | $175,257-74.9% | $149,717-70.6% | $139,456-68.4% |
| Participation rate | 57.1% | 83.4%-26.2pp | 78.8%-21.6pp | 80.3%-23.2pp |
| Annual return | 16.47% | 166.70%-150.2pp | 134.41%-117.9pp | 373.45%-357.0pp |
| Employer contribution / active EE | $1,219 | $5,477-77.7% | $4,820-74.7% | $4,753-74.3% |
| Participant deferral / active EE | $3,670 | $6,521-43.7% | $5,682-35.4% | $6,711-45.3% |
| Admin fee / account holder | $1,135 | $16,156-93.0% | $13,213-91.4% | $11,407-90.1% |