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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 | $72,891 | $126,519-42.4% | $106,201-31.4% | $145,959-50.1% |
| Participation rate | 60.0% | 77.7%-17.7pp | 75.3%-15.3pp | 80.3%-20.3pp |
| Annual return | 10.17% | 225.10%-214.9pp | 116.26%-106.1pp | 561.95%-551.8pp |
| Employer contribution / active EE | $1,525 | $3,726-59.1% | $3,170-51.9% | $4,661-67.3% |
| Participant deferral / active EE | $3,973 | $5,716-30.5% | $5,012-20.7% | $6,689-40.6% |
| Admin fee / account holder | $19,225 | $17,312+11.0% | $11,039+74.1% | $13,398+43.5% |