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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 | $75,799 | $112,933-32.9% | $90,970-16.7% | $158,982-52.3% |
| Participation rate | 62.5% | 74.7%-12.2pp | 69.0%-6.5pp | 82.0%-19.5pp |
| Annual return | 17.06% | 215.82%-198.8pp | 134.60%-117.5pp | 302.99%-285.9pp |
| Employer contribution / active EE | $478 | $2,893-83.5% | $2,122-77.5% | $4,763-90.0% |
| Participant deferral / active EE | $3,505 | $4,128-15.1% | $3,373+3.9% | $5,983-41.4% |
| Admin fee / account holder | $1,045 | $8,047-87.0% | $5,961-82.5% | $11,252-90.7% |