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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 | $63,506 | $125,184-49.3% | $105,607-39.9% | $145,884-56.5% |
| Participation rate | 12.5% | 77.6%-65.1pp | 75.3%-62.8pp | 80.3%-67.8pp |
| Annual return | 8.49% | 225.00%-216.5pp | 116.11%-107.6pp | 551.85%-543.4pp |
| Employer contribution / active EE | $2,172 | $3,720-41.6% | $3,167-31.4% | $4,662-53.4% |
| Participant deferral / active EE | $3,197 | $5,714-44.0% | $5,011-36.2% | $6,690-52.2% |
| Admin fee / account holder | $3,811 | $17,133-77.8% | $10,958-65.2% | $13,392-71.5% |