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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 | $64,860 | $70,366-7.8% | $66,674-2.7% | $138,895-53.3% |
| Participation rate | 25.0% | 76.2%-51.2pp | 73.7%-48.7pp | 79.9%-54.9pp |
| Annual return | 18.50% | 386.41%-367.9pp | 321.24%-302.7pp | 145.39%-126.9pp |
| Employer contribution / active EE | $998 | $2,765-63.9% | $2,620-61.9% | $4,194-76.2% |
| Participant deferral / active EE | $2,613 | $4,374-40.3% | $4,084-36.0% | $6,396-59.1% |
| Admin fee / account holder | $12,135 | $5,262+130.6% | $5,098+138.0% | $12,562-3.4% |