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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 | $63,987 | $162,529-60.6% | $130,788-51.1% | $154,746-58.6% |
| Participation rate | 35.7% | 75.9%-40.1pp | 70.1%-34.4pp | 80.7%-45.0pp |
| Annual return | 14.69% | 510.48%-495.8pp | 386.44%-371.8pp | 172.34%-157.7pp |
| Employer contribution / active EE | $1,584 | $4,447-64.4% | $3,558-55.5% | $4,379-63.8% |
| Participant deferral / active EE | $2,914 | $4,808-39.4% | $4,137-29.6% | $6,730-56.7% |
| Admin fee / account holder | $624 | $7,669-91.9% | $6,673-90.7% | $14,365-95.7% |