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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 | $71,850 | $166,268-56.8% | $165,100-56.5% | $145,897-50.8% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.6%-53.6pp | 80.3%-55.3pp |
| Annual return | 12.13% | 100.52%-88.4pp | 70.21%-58.1pp | 552.29%-540.2pp |
| Employer contribution / active EE | $1,304 | $5,284-75.3% | $4,348-70.0% | $4,663-72.0% |
| Participant deferral / active EE | $2,554 | $6,964-63.3% | $6,035-57.7% | $6,689-61.8% |
| Admin fee / account holder | $1,749 | $16,659-89.5% | $12,696-86.2% | $13,390-86.9% |