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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 | $65,823 | $134,817-51.2% | $123,973-46.9% | $155,188-57.6% |
| Participation rate | 41.7% | 79.4%-37.7pp | 76.7%-35.0pp | 80.8%-39.1pp |
| Annual return | 16.34% | 515.49%-499.2pp | 388.13%-371.8pp | 148.84%-132.5pp |
| Employer contribution / active EE | $2,225 | $4,425-49.7% | $4,126-46.1% | $4,248-47.6% |
| Participant deferral / active EE | $2,369 | $5,706-58.5% | $5,247-54.8% | $6,531-63.7% |
| Admin fee / account holder | $13,824 | $13,245+4.4% | $11,799+17.2% | $14,480-4.5% |