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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 | $89,228 | $125,778-29.1% | $114,563-22.1% | $154,746-42.3% |
| Participation rate | 43.8% | 75.2%-31.4pp | 72.9%-29.2pp | 80.7%-37.0pp |
| Annual return | 15.20% | 295.14%-279.9pp | 241.09%-225.9pp | 172.34%-157.1pp |
| Employer contribution / active EE | $695 | $2,806-75.2% | $2,592-73.2% | $4,379-84.1% |
| Participant deferral / active EE | $2,279 | $4,445-48.7% | $4,142-45.0% | $6,730-66.1% |
| Admin fee / account holder | $1,487 | $8,190-81.8% | $7,623-80.5% | $14,365-89.6% |