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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 | $175,259-59.8% | $149,723-52.9% | $139,487-49.5% |
| Participation rate | 54.5% | 83.4%-28.8pp | 78.8%-24.2pp | 80.3%-25.8pp |
| Annual return | 15.09% | 166.82%-151.7pp | 134.50%-119.4pp | 373.84%-358.8pp |
| Employer contribution / active EE | $1,527 | $5,478-72.1% | $4,821-68.3% | $4,755-67.9% |
| Participant deferral / active EE | $3,544 | $6,522-45.7% | $5,682-37.6% | $6,713-47.2% |
| Admin fee / account holder | $333 | $16,158-97.9% | $13,215-97.5% | $11,407-97.1% |