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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 | $36,313 | $150,412-75.9% | $120,574-69.9% | $145,884-75.1% |
| Participation rate | 63.2% | 78.8%-15.6pp | 71.9%-8.8pp | 80.3%-17.1pp |
| Annual return | 17.67% | 154.50%-136.8pp | 107.42%-89.8pp | 551.85%-534.2pp |
| Employer contribution / active EE | $1,309 | $4,355-69.9% | $3,471-62.3% | $4,662-71.9% |
| Participant deferral / active EE | $2,307 | $6,175-62.6% | $4,996-53.8% | $6,690-65.5% |
| Admin fee / account holder | $377 | $12,224-96.9% | $9,445-96.0% | $13,392-97.2% |