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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 | $71,252 | $125,237-43.1% | $105,608-32.5% | $145,877-51.2% |
| Participation rate | 35.7% | 77.7%-41.9pp | 75.3%-39.6pp | 80.3%-44.6pp |
| Annual return | 14.49% | 225.76%-211.3pp | 116.50%-102.0pp | 551.28%-536.8pp |
| Employer contribution / active EE | $1,252 | $3,720-66.4% | $3,167-60.5% | $4,663-73.2% |
| Participant deferral / active EE | $2,509 | $5,711-56.1% | $5,010-49.9% | $6,691-62.5% |
| Admin fee / account holder | $1,583 | $17,287-90.8% | $11,028-85.7% | $13,402-88.2% |