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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 | $67,669 | $217,432-68.9% | $185,851-63.6% | $167,553-59.6% |
| Participation rate | 57.1% | 86.1%-28.9pp | 81.7%-24.6pp | 82.1%-25.0pp |
| Annual return | 12.45% | 148.43%-136.0pp | 122.11%-109.7pp | 478.89%-466.4pp |
| Employer contribution / active EE | $2,829 | $5,874-51.8% | $5,168-45.3% | $4,840-41.5% |
| Participant deferral / active EE | $5,173 | $6,357-18.6% | $5,569-7.1% | $6,343-18.4% |
| Admin fee / account holder | $13,067 | $19,820-34.1% | $16,245-19.6% | $12,316+6.1% |