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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 | $54,477 | $72,071-24.4% | $68,368-20.3% | $137,256-60.3% |
| Participation rate | 52.9% | 76.2%-23.3pp | 73.8%-20.8pp | 80.0%-27.0pp |
| Annual return | 16.18% | 353.14%-337.0pp | 292.57%-276.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $2,051 | $2,788-26.4% | $2,649-22.6% | $4,156-50.7% |
| Participant deferral / active EE | $3,004 | $4,410-31.9% | $4,123-27.1% | $6,407-53.1% |
| Admin fee / account holder | $1,152 | $5,336-78.4% | $5,150-77.6% | $12,270-90.6% |