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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 | $78,188 | $175,259-55.4% | $149,723-47.8% | $139,487-43.9% |
| Participation rate | 53.8% | 83.4%-29.5pp | 78.8%-24.9pp | 80.3%-26.5pp |
| Annual return | 22.20% | 166.82%-144.6pp | 134.50%-112.3pp | 373.84%-351.6pp |
| Employer contribution / active EE | $1,488 | $5,478-72.8% | $4,821-69.1% | $4,755-68.7% |
| Participant deferral / active EE | $3,590 | $6,522-45.0% | $5,682-36.8% | $6,713-46.5% |
| Admin fee / account holder | $1,302 | $16,158-91.9% | $13,215-90.2% | $11,407-88.6% |