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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 | $67,976 | $177,353-61.7% | $158,226-57.0% | $198,609-65.8% |
| Participation rate | 36.8% | 77.0%-40.2pp | 74.8%-38.0pp | 82.4%-45.5pp |
| Annual return | 15.59% | 599.50%-583.9pp | 501.41%-485.8pp | 202.70%-187.1pp |
| Employer contribution / active EE | $1,523 | $3,239-53.0% | $2,986-49.0% | $5,055-69.9% |
| Participant deferral / active EE | $4,347 | $4,615-5.8% | $4,317+0.7% | $6,977-37.7% |
| Admin fee / account holder | $585 | $10,960-94.7% | $10,217-94.3% | $19,030-96.9% |