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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 | $76,015 | $102,595-25.9% | $94,057-19.2% | $154,746-50.9% |
| Participation rate | 23.5% | 76.0%-52.5pp | 73.3%-49.8pp | 80.7%-57.2pp |
| Annual return | 36.72% | 583.42%-546.7pp | 480.62%-443.9pp | 172.34%-135.6pp |
| Employer contribution / active EE | $627 | $3,147-80.1% | $2,933-78.6% | $4,379-85.7% |
| Participant deferral / active EE | $2,189 | $5,118-57.2% | $4,709-53.5% | $6,730-67.5% |
| Admin fee / account holder | $689 | $7,736-91.1% | $7,244-90.5% | $14,365-95.2% |