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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 | $125,193-49.3% | $105,591-39.9% | $145,978-56.5% |
| Participation rate | 12.5% | 77.6%-65.1pp | 75.3%-62.8pp | 80.3%-67.8pp |
| Annual return | 8.49% | 225.53%-217.0pp | 116.43%-107.9pp | 550.52%-542.0pp |
| Employer contribution / active EE | $2,172 | $3,718-41.6% | $3,166-31.4% | $4,662-53.4% |
| Participant deferral / active EE | $3,197 | $5,708-44.0% | $5,008-36.2% | $6,690-52.2% |
| Admin fee / account holder | $3,811 | $17,277-77.9% | $11,024-65.4% | $13,400-71.6% |