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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 | $53,511 | $90,397-40.8% | $76,002-29.6% | $145,959-63.3% |
| Participation rate | 57.1% | 74.5%-17.3pp | 69.1%-11.9pp | 80.3%-23.1pp |
| Annual return | 12.76% | 621.97%-609.2pp | 360.07%-347.3pp | 561.95%-549.2pp |
| Employer contribution / active EE | $1,147 | $3,317-65.4% | $2,688-57.3% | $4,661-75.4% |
| Participant deferral / active EE | $3,363 | $5,163-34.9% | $4,257-21.0% | $6,689-49.7% |
| Admin fee / account holder | $715 | $8,369-91.5% | $6,414-88.9% | $13,398-94.7% |