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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 | $75,242 | $129,476-41.9% | $93,515-19.5% | $158,982-52.7% |
| Participation rate | 40.0% | 71.0%-31.0pp | 66.8%-26.8pp | 82.0%-42.0pp |
| Annual return | 17.00% | 118.56%-101.6pp | 78.21%-61.2pp | 302.99%-286.0pp |
| Employer contribution / active EE | $1,507 | $2,717-44.5% | $2,077-27.4% | $4,763-68.4% |
| Participant deferral / active EE | $1,856 | $3,916-52.6% | $3,129-40.7% | $5,983-69.0% |
| Admin fee / account holder | $2,820 | $7,396-61.9% | $5,235-46.1% | $11,252-74.9% |