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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 | $62,531 | $72,071-13.2% | $68,368-8.5% | $137,256-54.4% |
| Participation rate | 15.4% | 76.2%-60.9pp | 73.8%-58.4pp | 80.0%-64.6pp |
| Annual return | 20.80% | 353.14%-332.3pp | 292.57%-271.8pp | 220.34%-199.5pp |
| Employer contribution / active EE | $389 | $2,788-86.0% | $2,649-85.3% | $4,156-90.6% |
| Participant deferral / active EE | $730 | $4,410-83.5% | $4,123-82.3% | $6,407-88.6% |
| Admin fee / account holder | $309 | $5,336-94.2% | $5,150-94.0% | $12,270-97.5% |