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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 | $62,131 | $102,595-39.4% | $94,057-33.9% | $154,746-59.8% |
| Participation rate | 41.2% | 76.0%-34.8pp | 73.3%-32.2pp | 80.7%-39.5pp |
| Annual return | 19.09% | 583.42%-564.3pp | 480.62%-461.5pp | 172.34%-153.2pp |
| Employer contribution / active EE | $2,364 | $3,147-24.9% | $2,933-19.4% | $4,379-46.0% |
| Participant deferral / active EE | $3,093 | $5,118-39.6% | $4,709-34.3% | $6,730-54.0% |
| Admin fee / account holder | $575 | $7,736-92.6% | $7,244-92.1% | $14,365-96.0% |