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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 | $80,896 | $125,237-35.4% | $105,608-23.4% | $145,877-44.5% |
| Participation rate | 42.9% | 77.7%-34.8pp | 75.3%-32.4pp | 80.3%-37.4pp |
| Annual return | 13.93% | 225.76%-211.8pp | 116.50%-102.6pp | 551.28%-537.4pp |
| Employer contribution / active EE | $2,148 | $3,720-42.3% | $3,167-32.2% | $4,663-53.9% |
| Participant deferral / active EE | $4,911 | $5,711-14.0% | $5,010-2.0% | $6,691-26.6% |
| Admin fee / account holder | $771 | $17,287-95.5% | $11,028-93.0% | $13,402-94.2% |