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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 | $81,024 | $118,708-31.7% | $98,920-18.1% | $158,966-49.0% |
| Participation rate | 61.5% | 77.8%-16.3pp | 76.0%-14.5pp | 82.0%-20.4pp |
| Annual return | 8.12% | 372.49%-364.4pp | 196.47%-188.4pp | 302.95%-294.8pp |
| Employer contribution / active EE | $1,465 | $3,334-56.1% | $2,689-45.5% | $4,762-69.2% |
| Participant deferral / active EE | $2,763 | $5,089-45.7% | $4,245-34.9% | $5,983-53.8% |
| Admin fee / account holder | $2,394 | $10,134-76.4% | $6,643-64.0% | $11,250-78.7% |