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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 | $72,862 | $125,190-41.8% | $105,624-31.0% | $145,897-50.1% |
| Participation rate | 22.7% | 77.6%-54.9pp | 75.3%-52.5pp | 80.3%-57.6pp |
| Annual return | 10.80% | 225.22%-214.4pp | 116.20%-105.4pp | 552.29%-541.5pp |
| Employer contribution / active EE | $1,153 | $3,720-69.0% | $3,168-63.6% | $4,663-75.3% |
| Participant deferral / active EE | $2,363 | $5,716-58.7% | $5,013-52.9% | $6,689-64.7% |
| Admin fee / account holder | $327 | $17,138-98.1% | $10,961-97.0% | $13,390-97.6% |