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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 | $67,772 | $102,595-33.9% | $94,057-27.9% | $154,746-56.2% |
| Participation rate | 43.5% | 76.0%-32.5pp | 73.3%-29.9pp | 80.7%-37.2pp |
| Annual return | 14.08% | 583.42%-569.3pp | 480.62%-466.5pp | 172.34%-158.3pp |
| Employer contribution / active EE | $1,435 | $3,147-54.4% | $2,933-51.1% | $4,379-67.2% |
| Participant deferral / active EE | $1,545 | $5,118-69.8% | $4,709-67.2% | $6,730-77.0% |
| Admin fee / account holder | $5,661 | $7,736-26.8% | $7,244-21.9% | $14,365-60.6% |