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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 | $63,127 | $175,257-64.0% | $149,717-57.8% | $139,456-54.7% |
| Participation rate | 62.5% | 83.4%-20.9pp | 78.8%-16.3pp | 80.3%-17.8pp |
| Annual return | 24.48% | 166.70%-142.2pp | 134.41%-109.9pp | 373.45%-349.0pp |
| Employer contribution / active EE | $1,594 | $5,477-70.9% | $4,820-66.9% | $4,753-66.5% |
| Participant deferral / active EE | $3,285 | $6,521-49.6% | $5,682-42.2% | $6,711-51.1% |
| Admin fee / account holder | $1,814 | $16,156-88.8% | $13,213-86.3% | $11,407-84.1% |