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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 | $70,317 | $148,582-52.7% | $135,942-48.3% | $139,456-49.6% |
| Participation rate | 47.1% | 83.9%-36.8pp | 81.9%-34.9pp | 80.3%-33.3pp |
| Annual return | 31.24% | 79.26%-48.0pp | 68.28%-37.0pp | 373.45%-342.2pp |
| Employer contribution / active EE | $3,136 | $5,245-40.2% | $4,858-35.4% | $4,753-34.0% |
| Participant deferral / active EE | $0 | $8,101-100.0% | $7,759-100.0% | $6,711-100.0% |
| Admin fee / account holder | $2,514 | $12,402-79.7% | $10,764-76.6% | $11,407-78.0% |