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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 | $76,428 | $65,566+16.6% | $86,235-11.4% | $75,177+1.7% |
| Participation rate | 33.8% | 60.5%-26.7pp | 69.0%-35.1pp | 67.2%-33.4pp |
| Annual return | 18.26% | 46.07%-27.8pp | 1170.03%-1151.8pp | 160.75%-142.5pp |
| Employer contribution / active EE | $586 | $1,553-62.3% | $2,381-75.4% | $2,671-78.1% |
| Participant deferral / active EE | $1,812 | $3,023-40.1% | $3,987-54.6% | $4,126-56.1% |
| Admin fee / account holder | $5,211 | $5,470-4.7% | $6,856-24.0% | $5,651-7.8% |