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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 | $61,779 | $112,935-45.3% | $90,970-32.1% | $158,966-61.1% |
| Participation rate | 23.1% | 74.7%-51.7pp | 69.0%-45.9pp | 82.0%-58.9pp |
| Annual return | 24.49% | 215.79%-191.3pp | 134.58%-110.1pp | 302.95%-278.5pp |
| Employer contribution / active EE | $857 | $2,895-70.4% | $2,122-59.6% | $4,762-82.0% |
| Participant deferral / active EE | $1,686 | $4,129-59.2% | $3,373-50.0% | $5,983-71.8% |
| Admin fee / account holder | $10,492 | $8,045+30.4% | $5,960+76.0% | $11,250-6.7% |