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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 | $68,843 | $90,614-24.0% | $76,089-9.5% | $145,877-52.8% |
| Participation rate | 20.0% | 74.5%-54.5pp | 69.1%-49.1pp | 80.3%-60.3pp |
| Annual return | 16.32% | 623.80%-607.5pp | 360.94%-344.6pp | 551.28%-535.0pp |
| Employer contribution / active EE | $1,474 | $3,324-55.7% | $2,690-45.2% | $4,663-68.4% |
| Participant deferral / active EE | $2,929 | $5,168-43.3% | $4,259-31.2% | $6,691-56.2% |
| Admin fee / account holder | $2,040 | $8,376-75.6% | $6,418-68.2% | $13,402-84.8% |