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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 | $69,541 | $72,071-3.5% | $68,368+1.7% | $137,256-49.3% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 29.10% | 353.14%-324.0pp | 292.57%-263.5pp | 220.34%-191.2pp |
| Employer contribution / active EE | $783 | $2,788-71.9% | $2,649-70.5% | $4,156-81.2% |
| Participant deferral / active EE | $1,367 | $4,410-69.0% | $4,123-66.9% | $6,407-78.7% |
| Admin fee / account holder | $4,388 | $5,336-17.8% | $5,150-14.8% | $12,270-64.2% |