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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 | $65,278 | $103,008-36.6% | $90,304-27.7% | $152,897-57.3% |
| Participation rate | 63.2% | 75.9%-12.7pp | 73.3%-10.1pp | 82.5%-19.3pp |
| Annual return | 17.72% | 95.22%-77.5pp | 78.13%-60.4pp | 345.43%-327.7pp |
| Employer contribution / active EE | $1,461 | $3,139-53.5% | $2,855-48.8% | $4,764-69.3% |
| Participant deferral / active EE | $2,717 | $4,281-36.5% | $3,885-30.1% | $5,851-53.6% |
| Admin fee / account holder | $2,340 | $6,175-62.1% | $5,354-56.3% | $11,599-79.8% |