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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 | $63,889 | $154,754-58.7% | $124,206-48.6% | $138,895-54.0% |
| Participation rate | 33.3% | 75.5%-42.1pp | 69.6%-36.2pp | 79.9%-46.6pp |
| Annual return | 15.93% | 709.28%-693.4pp | 515.27%-499.3pp | 145.39%-129.5pp |
| Employer contribution / active EE | $664 | $4,446-85.1% | $3,540-81.2% | $4,194-84.2% |
| Participant deferral / active EE | $1,411 | $4,621-69.5% | $3,968-64.4% | $6,396-77.9% |
| Admin fee / account holder | $5,562 | $6,690-16.9% | $5,929-6.2% | $12,562-55.7% |