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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 | $65,159 | $90,489-28.0% | $76,051-14.3% | $145,978-55.4% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 25.93% | 622.78%-596.8pp | 360.42%-334.5pp | 550.52%-524.6pp |
| Employer contribution / active EE | $2,718 | $3,319-18.1% | $2,690+1.1% | $4,662-41.7% |
| Participant deferral / active EE | $6,131 | $5,164+18.7% | $4,257+44.0% | $6,690-8.4% |
| Admin fee / account holder | $739 | $8,374-91.2% | $6,416-88.5% | $13,400-94.5% |