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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 | $77,699 | $109,411-29.0% | $89,435-13.1% | $158,982-51.1% |
| Participation rate | 38.1% | 74.3%-36.2pp | 68.0%-29.9pp | 82.0%-43.9pp |
| Annual return | 8.22% | 345.68%-337.5pp | 245.55%-237.3pp | 302.99%-294.8pp |
| Employer contribution / active EE | $1,166 | $3,173-63.3% | $2,587-54.9% | $4,763-75.5% |
| Participant deferral / active EE | $2,962 | $4,600-35.6% | $3,890-23.9% | $5,983-50.5% |
| Admin fee / account holder | $9,420 | $6,159+53.0% | $4,884+92.9% | $11,252-16.3% |