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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 | $61,287 | $70,366-12.9% | $66,674-8.1% | $138,895-55.9% |
| Participation rate | 23.5% | 76.2%-52.6pp | 73.7%-50.1pp | 79.9%-56.4pp |
| Annual return | 17.55% | 386.41%-368.9pp | 321.24%-303.7pp | 145.39%-127.8pp |
| Employer contribution / active EE | $818 | $2,765-70.4% | $2,620-68.8% | $4,194-80.5% |
| Participant deferral / active EE | $3,173 | $4,374-27.5% | $4,084-22.3% | $6,396-50.4% |
| Admin fee / account holder | $581 | $5,262-89.0% | $5,098-88.6% | $12,562-95.4% |