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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 | $56,311 | $84,741-33.5% | $75,731-25.6% | $167,553-66.4% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.8%-14.8pp | 82.1%-22.1pp |
| Annual return | 13.35% | 199.72%-186.4pp | 104.65%-91.3pp | 478.89%-465.5pp |
| Employer contribution / active EE | $1,725 | $3,230-46.6% | $2,743-37.1% | $4,840-64.4% |
| Participant deferral / active EE | $3,404 | $4,577-25.6% | $3,820-10.9% | $6,343-46.3% |
| Admin fee / account holder | $314 | $5,361-94.1% | $3,620-91.3% | $12,316-97.4% |