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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 | $69,118 | $100,911-31.5% | $90,440-23.6% | $158,966-56.5% |
| Participation rate | 19.0% | 75.0%-56.0pp | 72.7%-53.6pp | 82.0%-62.9pp |
| Annual return | 15.56% | 1726.62%-1711.1pp | 1294.38%-1278.8pp | 302.95%-287.4pp |
| Employer contribution / active EE | $422 | $3,690-88.6% | $3,263-87.1% | $4,762-91.1% |
| Participant deferral / active EE | $1,296 | $4,348-70.2% | $3,964-67.3% | $5,983-78.3% |
| Admin fee / account holder | $7,652 | $6,507+17.6% | $5,615+36.3% | $11,250-32.0% |