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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 | $64,133 | $114,119-43.8% | $107,187-40.2% | $138,895-53.8% |
| Participation rate | 10.0% | 78.1%-68.1pp | 75.0%-65.0pp | 79.9%-69.9pp |
| Annual return | 43.50% | 273.21%-229.7pp | 204.55%-161.0pp | 145.39%-101.9pp |
| Employer contribution / active EE | $1,761 | $4,059-56.6% | $3,782-53.5% | $4,194-58.0% |
| Participant deferral / active EE | $3,730 | $5,538-32.7% | $5,096-26.8% | $6,396-41.7% |
| Admin fee / account holder | $660 | $10,024-93.4% | $9,162-92.8% | $12,562-94.7% |