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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 | $71,800 | $175,259-59.0% | $149,723-52.0% | $139,487-48.5% |
| Participation rate | 28.6% | 83.4%-54.8pp | 78.8%-50.2pp | 80.3%-51.8pp |
| Annual return | 12.77% | 166.82%-154.1pp | 134.50%-121.7pp | 373.84%-361.1pp |
| Employer contribution / active EE | $2,166 | $5,478-60.5% | $4,821-55.1% | $4,755-54.5% |
| Participant deferral / active EE | $2,707 | $6,522-58.5% | $5,682-52.4% | $6,713-59.7% |
| Admin fee / account holder | $8,680 | $16,158-46.3% | $13,215-34.3% | $11,407-23.9% |