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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 | $67,775 | $129,737-47.8% | $119,126-43.1% | $154,746-56.2% |
| Participation rate | 33.3% | 78.9%-45.5pp | 75.8%-42.4pp | 80.7%-47.4pp |
| Annual return | 18.94% | 379.08%-360.1pp | 282.11%-263.2pp | 172.34%-153.4pp |
| Employer contribution / active EE | $1,271 | $4,375-70.9% | $4,034-68.5% | $4,379-71.0% |
| Participant deferral / active EE | $2,660 | $5,842-54.5% | $5,318-50.0% | $6,730-60.5% |
| Admin fee / account holder | $4,861 | $11,961-59.4% | $10,693-54.5% | $14,365-66.2% |