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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 | $67,532 | $70,366-4.0% | $66,674+1.3% | $138,895-51.4% |
| Participation rate | 30.0% | 76.2%-46.2pp | 73.7%-43.7pp | 79.9%-49.9pp |
| Annual return | 17.08% | 386.41%-369.3pp | 321.24%-304.2pp | 145.39%-128.3pp |
| Employer contribution / active EE | $1,247 | $2,765-54.9% | $2,620-52.4% | $4,194-70.3% |
| Participant deferral / active EE | $1,679 | $4,374-61.6% | $4,084-58.9% | $6,396-73.7% |
| Admin fee / account holder | $2,114 | $5,262-59.8% | $5,098-58.5% | $12,562-83.2% |