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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 | $90,074 | $209,428-57.0% | $178,498-49.5% | $158,950-43.3% |
| Participation rate | 61.9% | 86.4%-24.4pp | 81.9%-20.0pp | 82.0%-20.1pp |
| Annual return | 16.81% | 188.78%-172.0pp | 151.09%-134.3pp | 302.91%-286.1pp |
| Employer contribution / active EE | $1,263 | $5,707-77.9% | $5,011-74.8% | $4,762-73.5% |
| Participant deferral / active EE | $3,353 | $5,955-43.7% | $5,202-35.5% | $5,983-44.0% |
| Admin fee / account holder | $1,880 | $17,077-89.0% | $13,985-86.6% | $11,248-83.3% |