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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 | $57,858 | $70,366-17.8% | $66,674-13.2% | $138,895-58.3% |
| Participation rate | 45.8% | 76.2%-30.3pp | 73.7%-27.8pp | 79.9%-34.1pp |
| Annual return | 14.09% | 386.41%-372.3pp | 321.24%-307.2pp | 145.39%-131.3pp |
| Employer contribution / active EE | $675 | $2,765-75.6% | $2,620-74.2% | $4,194-83.9% |
| Participant deferral / active EE | $1,616 | $4,374-63.0% | $4,084-60.4% | $6,396-74.7% |
| Admin fee / account holder | $4,159 | $5,262-21.0% | $5,098-18.4% | $12,562-66.9% |