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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 | $66,568 | $102,595-35.1% | $94,057-29.2% | $154,746-57.0% |
| Participation rate | 37.5% | 76.0%-38.5pp | 73.3%-35.8pp | 80.7%-43.2pp |
| Annual return | 17.67% | 583.42%-565.7pp | 480.62%-462.9pp | 172.34%-154.7pp |
| Employer contribution / active EE | $1,140 | $3,147-63.8% | $2,933-61.1% | $4,379-74.0% |
| Participant deferral / active EE | $4,383 | $5,118-14.4% | $4,709-6.9% | $6,730-34.9% |
| Admin fee / account holder | $1,397 | $7,736-81.9% | $7,244-80.7% | $14,365-90.3% |