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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 | $68,853 | $104,937-34.4% | $84,628-18.6% | $152,897-55.0% |
| Participation rate | 42.1% | 74.8%-32.7pp | 68.2%-26.1pp | 82.5%-40.3pp |
| Annual return | 24.62% | 373.88%-349.3pp | 258.80%-234.2pp | 345.43%-320.8pp |
| Employer contribution / active EE | $1,122 | $3,303-66.0% | $2,653-57.7% | $4,764-76.4% |
| Participant deferral / active EE | $1,385 | $4,690-70.5% | $3,900-64.5% | $5,851-76.3% |
| Admin fee / account holder | $2,017 | $6,243-67.7% | $4,914-59.0% | $11,599-82.6% |