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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 | $67,195 | $112,933-40.5% | $90,970-26.1% | $158,982-57.7% |
| Participation rate | 45.5% | 74.7%-29.3pp | 69.0%-23.6pp | 82.0%-36.5pp |
| Annual return | 19.35% | 215.82%-196.5pp | 134.60%-115.2pp | 302.99%-283.6pp |
| Employer contribution / active EE | $747 | $2,893-74.2% | $2,122-64.8% | $4,763-84.3% |
| Participant deferral / active EE | $2,144 | $4,128-48.1% | $3,373-36.4% | $5,983-64.2% |
| Admin fee / account holder | $2,638 | $8,047-67.2% | $5,961-55.7% | $11,252-76.6% |