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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 | $65,962 | $144,130-54.2% | $117,861-44.0% | $147,586-55.3% |
| Participation rate | 40.0% | 83.4%-43.4pp | 79.7%-39.7pp | 82.8%-42.8pp |
| Annual return | 13.83% | 531.20%-517.4pp | 335.11%-321.3pp | 578.59%-564.8pp |
| Employer contribution / active EE | $1,885 | $4,897-61.5% | $3,786-50.2% | $4,876-61.3% |
| Participant deferral / active EE | $4,204 | $5,316-20.9% | $4,482-6.2% | $5,439-22.7% |
| Admin fee / account holder | $481 | $10,887-95.6% | $8,021-94.0% | $10,886-95.6% |