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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 | $80,784 | $134,817-40.1% | $123,973-34.8% | $155,188-47.9% |
| Participation rate | 34.8% | 79.4%-44.6pp | 76.7%-41.9pp | 80.8%-46.0pp |
| Annual return | 9.82% | 515.49%-505.7pp | 388.13%-378.3pp | 148.84%-139.0pp |
| Employer contribution / active EE | $1,312 | $4,425-70.4% | $4,126-68.2% | $4,248-69.1% |
| Participant deferral / active EE | $3,863 | $5,706-32.3% | $5,247-26.4% | $6,531-40.9% |
| Admin fee / account holder | $11,804 | $13,245-10.9% | $11,7990% | $14,480-18.5% |