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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 | $65,795 | $102,595-35.9% | $94,057-30.0% | $154,746-57.5% |
| Participation rate | 61.5% | 76.0%-14.5pp | 73.3%-11.8pp | 80.7%-19.2pp |
| Annual return | 17.19% | 583.42%-566.2pp | 480.62%-463.4pp | 172.34%-155.1pp |
| Employer contribution / active EE | $1,987 | $3,147-36.9% | $2,933-32.2% | $4,379-54.6% |
| Participant deferral / active EE | $4,624 | $5,118-9.7% | $4,709-1.8% | $6,730-31.3% |
| Admin fee / account holder | $741 | $7,736-90.4% | $7,244-89.8% | $14,365-94.8% |