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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 | $63,374 | $154,754-59.0% | $124,206-49.0% | $138,895-54.4% |
| Participation rate | 33.3% | 75.5%-42.1pp | 69.6%-36.2pp | 79.9%-46.6pp |
| Annual return | 16.86% | 709.28%-692.4pp | 515.27%-498.4pp | 145.39%-128.5pp |
| Employer contribution / active EE | $954 | $4,446-78.5% | $3,540-73.1% | $4,194-77.3% |
| Participant deferral / active EE | $2,600 | $4,621-43.7% | $3,968-34.5% | $6,396-59.4% |
| Admin fee / account holder | $1,158 | $6,690-82.7% | $5,929-80.5% | $12,562-90.8% |