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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 | $67,514 | $106,918-36.9% | $84,021-19.6% | $152,897-55.8% |
| Participation rate | 62.5% | 75.2%-12.7pp | 69.0%-6.5pp | 82.5%-20.0pp |
| Annual return | 26.80% | 105.01%-78.2pp | 71.32%-44.5pp | 345.43%-318.6pp |
| Employer contribution / active EE | $1,747 | $2,735-36.1% | $1,984-11.9% | $4,764-63.3% |
| Participant deferral / active EE | $2,226 | $4,012-44.5% | $3,239-31.3% | $5,851-62.0% |
| Admin fee / account holder | $1,638 | $8,288-80.2% | $6,102-73.1% | $11,599-85.9% |