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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 | $65,632 | $72,071-8.9% | $68,368-4.0% | $137,256-52.2% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.8%-33.8pp | 80.0%-40.0pp |
| Annual return | 17.08% | 353.14%-336.1pp | 292.57%-275.5pp | 220.34%-203.3pp |
| Employer contribution / active EE | $650 | $2,788-76.7% | $2,649-75.5% | $4,156-84.4% |
| Participant deferral / active EE | $810 | $4,410-81.6% | $4,123-80.4% | $6,407-87.4% |
| Admin fee / account holder | $766 | $5,336-85.6% | $5,150-85.1% | $12,270-93.8% |