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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 | $68,894 | $112,915-39.0% | $90,965-24.3% | $158,950-56.7% |
| Participation rate | 58.8% | 74.7%-15.9pp | 69.0%-10.2pp | 82.0%-23.1pp |
| Annual return | 20.26% | 215.75%-195.5pp | 134.57%-114.3pp | 302.91%-282.7pp |
| Employer contribution / active EE | $1,678 | $2,894-42.0% | $2,122-20.9% | $4,762-64.8% |
| Participant deferral / active EE | $4,090 | $4,128-0.9% | $3,373+21.2% | $5,983-31.6% |
| Admin fee / account holder | $557 | $8,044-93.1% | $5,960-90.7% | $11,248-95.0% |