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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 | $67,510 | $72,071-6.3% | $68,368-1.3% | $137,256-50.8% |
| Participation rate | 30.0% | 76.2%-46.2pp | 73.8%-43.8pp | 80.0%-50.0pp |
| Annual return | 25.23% | 353.14%-327.9pp | 292.57%-267.3pp | 220.34%-195.1pp |
| Employer contribution / active EE | $1,520 | $2,788-45.5% | $2,649-42.6% | $4,156-63.4% |
| Participant deferral / active EE | $3,549 | $4,410-19.5% | $4,123-13.9% | $6,407-44.6% |
| Admin fee / account holder | $371 | $5,336-93.0% | $5,150-92.8% | $12,270-97.0% |