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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 | $76,448 | $118,695-35.6% | $98,916-22.7% | $158,950-51.9% |
| Participation rate | 44.4% | 77.8%-33.4pp | 76.0%-31.6pp | 82.0%-37.5pp |
| Annual return | 14.82% | 372.39%-357.6pp | 196.45%-181.6pp | 302.91%-288.1pp |
| Employer contribution / active EE | $1,611 | $3,333-51.7% | $2,689-40.1% | $4,762-66.2% |
| Participant deferral / active EE | $3,424 | $5,088-32.7% | $4,245-19.3% | $5,983-42.8% |
| Admin fee / account holder | $6,975 | $10,132-31.2% | $6,642+5.0% | $11,248-38.0% |