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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 | $85,760 | $165,399-48.1% | $149,745-42.7% | $158,982-46.1% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 16.50% | 348.34%-331.8pp | 276.72%-260.2pp | 302.99%-286.5pp |
| Employer contribution / active EE | $1,708 | $5,105-66.5% | $4,646-63.2% | $4,763-64.1% |
| Participant deferral / active EE | $3,253 | $7,183-54.7% | $6,843-52.5% | $5,983-45.6% |
| Admin fee / account holder | $512 | $10,811-95.3% | $9,312-94.5% | $11,252-95.5% |