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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 | $70,491 | $175,212-59.8% | $149,682-52.9% | $139,427-49.4% |
| Participation rate | 54.5% | 83.4%-28.8pp | 78.8%-24.2pp | 80.3%-25.8pp |
| Annual return | 15.09% | 166.63%-151.5pp | 134.35%-119.3pp | 373.27%-358.2pp |
| Employer contribution / active EE | $1,527 | $5,475-72.1% | $4,818-68.3% | $4,752-67.9% |
| Participant deferral / active EE | $3,544 | $6,520-45.6% | $5,681-37.6% | $6,711-47.2% |
| Admin fee / account holder | $333 | $16,150-97.9% | $13,210-97.5% | $11,404-97.1% |