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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 | $64,657 | $118,708-45.5% | $98,920-34.6% | $158,966-59.3% |
| Participation rate | 57.1% | 77.8%-20.7pp | 76.0%-18.9pp | 82.0%-24.8pp |
| Annual return | 13.19% | 372.49%-359.3pp | 196.47%-183.3pp | 302.95%-289.8pp |
| Employer contribution / active EE | $1,578 | $3,334-52.7% | $2,689-41.3% | $4,762-66.9% |
| Participant deferral / active EE | $2,707 | $5,089-46.8% | $4,245-36.2% | $5,983-54.8% |
| Admin fee / account holder | $553 | $10,134-94.5% | $6,643-91.7% | $11,250-95.1% |