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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 | $69,753 | $107,368-35.0% | $92,915-24.9% | $152,909-54.4% |
| Participation rate | 55.6% | 79.8%-24.2pp | 76.0%-20.4pp | 82.5%-26.9pp |
| Annual return | 19.36% | 145.64%-126.3pp | 109.45%-90.1pp | 345.46%-326.1pp |
| Employer contribution / active EE | $1,602 | $4,222-62.1% | $3,653-56.2% | $4,764-66.4% |
| Participant deferral / active EE | $4,015 | $4,848-17.2% | $4,238-5.3% | $5,851-31.4% |
| Admin fee / account holder | $4,179 | $7,082-41.0% | $5,796-27.9% | $11,601-64.0% |