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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 | $72,114 | $112,915-36.1% | $90,965-20.7% | $158,950-54.6% |
| Participation rate | 53.8% | 74.7%-20.9pp | 69.0%-15.2pp | 82.0%-28.1pp |
| Annual return | 21.64% | 215.75%-194.1pp | 134.57%-112.9pp | 302.91%-281.3pp |
| Employer contribution / active EE | $1,274 | $2,894-56.0% | $2,122-39.9% | $4,762-73.2% |
| Participant deferral / active EE | $1,580 | $4,128-61.7% | $3,373-53.2% | $5,983-73.6% |
| Admin fee / account holder | $1,674 | $8,044-79.2% | $5,960-71.9% | $11,248-85.1% |