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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 | $62,034 | $102,595-39.5% | $94,057-34.0% | $154,746-59.9% |
| Participation rate | 42.9% | 76.0%-33.1pp | 73.3%-30.5pp | 80.7%-37.8pp |
| Annual return | 16.03% | 583.42%-567.4pp | 480.62%-464.6pp | 172.34%-156.3pp |
| Employer contribution / active EE | $583 | $3,147-81.5% | $2,933-80.1% | $4,379-86.7% |
| Participant deferral / active EE | $3,069 | $5,118-40.0% | $4,709-34.8% | $6,730-54.4% |
| Admin fee / account holder | $6,864 | $7,736-11.3% | $7,244-5.2% | $14,365-52.2% |