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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 | $66,155 | $106,923-38.1% | $84,023-21.3% | $152,909-56.7% |
| Participation rate | 52.2% | 75.3%-23.1pp | 69.0%-16.8pp | 82.5%-30.3pp |
| Annual return | 21.95% | 105.02%-83.1pp | 71.32%-49.4pp | 345.46%-323.5pp |
| Employer contribution / active EE | $1,565 | $2,735-42.8% | $1,984-21.1% | $4,764-67.1% |
| Participant deferral / active EE | $2,762 | $4,013-31.2% | $3,239-14.7% | $5,851-52.8% |
| Admin fee / account holder | $3,129 | $8,289-62.2% | $6,102-48.7% | $11,601-73.0% |