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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 | $67,850 | $110,039-38.3% | $97,260-30.2% | $145,884-53.5% |
| Participation rate | 40.0% | 75.9%-35.9pp | 72.7%-32.7pp | 80.3%-40.3pp |
| Annual return | 13.15% | 244.44%-231.3pp | 75.54%-62.4pp | 551.85%-538.7pp |
| Employer contribution / active EE | $1,006 | $3,074-67.3% | $2,721-63.0% | $4,662-78.4% |
| Participant deferral / active EE | $1,430 | $4,674-69.4% | $4,262-66.4% | $6,690-78.6% |
| Admin fee / account holder | $519 | $6,204-91.6% | $5,640-90.8% | $13,392-96.1% |