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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 | $57,031 | $81,643-30.1% | $70,462-19.1% | $158,950-64.1% |
| Participation rate | 69.6% | 77.7%-8.2pp | 75.1%-5.5pp | 82.0%-12.4pp |
| Annual return | 5.43% | 208.51%-203.1pp | 109.08%-103.6pp | 302.91%-297.5pp |
| Employer contribution / active EE | $2,826 | $3,218-12.2% | $2,737+3.3% | $4,762-40.6% |
| Participant deferral / active EE | $3,106 | $4,555-31.8% | $3,710-16.3% | $5,983-48.1% |
| Admin fee / account holder | $2,181 | $6,194-64.8% | $3,845-43.3% | $11,248-80.6% |