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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 | $60,743 | $226,135-73.1% | $182,558-66.7% | $152,909-60.3% |
| Participation rate | 37.5% | 82.5%-45.0pp | 78.0%-40.5pp | 82.5%-45.0pp |
| Annual return | 18.59% | 192.60%-174.0pp | 148.59%-130.0pp | 345.46%-326.9pp |
| Employer contribution / active EE | $944 | $4,979-81.0% | $4,076-76.8% | $4,764-80.2% |
| Participant deferral / active EE | $2,527 | $6,371-60.3% | $5,526-54.3% | $5,851-56.8% |
| Admin fee / account holder | $2,218 | $10,707-79.3% | $8,594-74.2% | $11,601-80.9% |