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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 | $93,256 | $144,130-35.3% | $117,861-20.9% | $147,586-36.8% |
| Participation rate | 30.0% | 83.4%-53.4pp | 79.7%-49.7pp | 82.8%-52.8pp |
| Annual return | 15.58% | 531.20%-515.6pp | 335.11%-319.5pp | 578.59%-563.0pp |
| Employer contribution / active EE | $1,340 | $4,897-72.6% | $3,786-64.6% | $4,876-72.5% |
| Participant deferral / active EE | $1,969 | $5,316-63.0% | $4,482-56.1% | $5,439-63.8% |
| Admin fee / account holder | $2,466 | $10,887-77.3% | $8,021-69.3% | $10,886-77.3% |