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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 | $76,482 | $226,135-66.2% | $182,558-58.1% | $152,909-50.0% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.0%-44.6pp | 82.5%-49.1pp |
| Annual return | 17.37% | 192.60%-175.2pp | 148.59%-131.2pp | 345.46%-328.1pp |
| Employer contribution / active EE | $1,376 | $4,979-72.4% | $4,076-66.2% | $4,764-71.1% |
| Participant deferral / active EE | $2,765 | $6,371-56.6% | $5,526-50.0% | $5,851-52.8% |
| Admin fee / account holder | $444 | $10,707-95.9% | $8,594-94.8% | $11,601-96.2% |