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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 | $72,621 | $106,918-32.1% | $84,021-13.6% | $152,897-52.5% |
| Participation rate | 55.0% | 75.2%-20.2pp | 69.0%-14.0pp | 82.5%-27.5pp |
| Annual return | 20.32% | 105.01%-84.7pp | 71.32%-51.0pp | 345.43%-325.1pp |
| Employer contribution / active EE | $1,007 | $2,735-63.2% | $1,984-49.2% | $4,764-78.9% |
| Participant deferral / active EE | $1,781 | $4,012-55.6% | $3,239-45.0% | $5,851-69.6% |
| Admin fee / account holder | $1,014 | $8,288-87.8% | $6,102-83.4% | $11,599-91.3% |