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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 | $125,193-41.8% | $105,591-31.0% | $145,978-50.1% |
| Participation rate | 60.0% | 77.6%-17.6pp | 75.3%-15.3pp | 80.3%-20.3pp |
| Annual return | 10.17% | 225.53%-215.4pp | 116.43%-106.3pp | 550.52%-540.3pp |
| Employer contribution / active EE | $1,525 | $3,718-59.0% | $3,166-51.8% | $4,662-67.3% |
| Participant deferral / active EE | $3,973 | $5,708-30.4% | $5,008-20.7% | $6,690-40.6% |
| Admin fee / account holder | $19,225 | $17,277+11.3% | $11,024+74.4% | $13,400+43.5% |