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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 | $67,359 | $149,040-54.8% | $120,225-44.0% | $137,256-50.9% |
| Participation rate | 55.6% | 75.4%-19.9pp | 69.6%-14.0pp | 80.0%-24.4pp |
| Annual return | 11.72% | 605.68%-594.0pp | 439.23%-427.5pp | 220.34%-208.6pp |
| Employer contribution / active EE | $1,460 | $4,350-66.4% | $3,475-58.0% | $4,156-64.9% |
| Participant deferral / active EE | $1,228 | $4,655-73.6% | $3,999-69.3% | $6,407-80.8% |
| Admin fee / account holder | $553 | $6,348-91.3% | $5,696-90.3% | $12,270-95.5% |