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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 | $67,253 | $72,071-6.7% | $68,368-1.6% | $137,256-51.0% |
| Participation rate | 37.5% | 76.2%-38.7pp | 73.8%-36.3pp | 80.0%-42.5pp |
| Annual return | 16.21% | 353.14%-336.9pp | 292.57%-276.4pp | 220.34%-204.1pp |
| Employer contribution / active EE | $1,964 | $2,788-29.6% | $2,649-25.9% | $4,156-52.8% |
| Participant deferral / active EE | $2,630 | $4,410-40.4% | $4,123-36.2% | $6,407-58.9% |
| Admin fee / account holder | $957 | $5,336-82.1% | $5,150-81.4% | $12,270-92.2% |