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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 | $92,264 | $144,130-36.0% | $117,861-21.7% | $147,586-37.5% |
| Participation rate | 61.1% | 83.4%-22.3pp | 79.7%-18.6pp | 82.8%-21.7pp |
| Annual return | 15.07% | 531.20%-516.1pp | 335.11%-320.0pp | 578.59%-563.5pp |
| Employer contribution / active EE | $1,333 | $4,897-72.8% | $3,786-64.8% | $4,876-72.7% |
| Participant deferral / active EE | $2,001 | $5,316-62.4% | $4,482-55.4% | $5,439-63.2% |
| Admin fee / account holder | $6,377 | $10,887-41.4% | $8,021-20.5% | $10,886-41.4% |