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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 | $68,467 | $85,766-20.2% | $136,297-49.8% | $70,131-2.4% |
| Participation rate | 51.7% | 74.2%-22.4pp | 81.9%-30.2pp | 69.5%-17.8pp |
| Annual return | 29.21% | 31.45%-2.2pp | 5156.16%-5126.9pp | 73.14%-43.9pp |
| Employer contribution / active EE | $757 | $2,966-74.5% | $4,696-83.9% | $2,342-67.7% |
| Participant deferral / active EE | $2,342 | $5,051-53.6% | $6,247-62.5% | $3,332-29.7% |
| Admin fee / account holder | $3,841 | $5,420-29.1% | $9,244-58.5% | $4,645-17.3% |