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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 | $73,327 | $110,093-33.4% | $97,295-24.6% | $145,897-49.7% |
| Participation rate | 46.7% | 75.9%-29.2pp | 72.7%-26.0pp | 80.3%-33.6pp |
| Annual return | 9.59% | 244.76%-235.2pp | 75.62%-66.0pp | 552.29%-542.7pp |
| Employer contribution / active EE | $761 | $3,077-75.3% | $2,723-72.1% | $4,663-83.7% |
| Participant deferral / active EE | $2,293 | $4,678-51.0% | $4,264-46.2% | $6,689-65.7% |
| Admin fee / account holder | $5,669 | $6,212-8.8% | $5,646+0.4% | $13,390-57.7% |