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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 | $75,962 | $176,120-56.9% | $159,487-52.4% | $167,553-54.7% |
| Participation rate | 68.8% | 85.0%-16.2pp | 82.8%-14.1pp | 82.1%-13.4pp |
| Annual return | 15.04% | 331.95%-316.9pp | 263.71%-248.7pp | 478.89%-463.9pp |
| Employer contribution / active EE | $1,297 | $5,299-75.5% | $4,831-73.2% | $4,840-73.2% |
| Participant deferral / active EE | $4,099 | $7,752-47.1% | $7,354-44.3% | $6,343-35.4% |
| Admin fee / account holder | $4,786 | $12,561-61.9% | $10,804-55.7% | $12,316-61.1% |