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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 | $53,795 | $165,399-67.5% | $149,745-64.1% | $158,982-66.2% |
| Participation rate | 61.9% | 84.6%-22.7pp | 82.5%-20.6pp | 82.0%-20.1pp |
| Annual return | 12.99% | 348.34%-335.3pp | 276.72%-263.7pp | 302.99%-290.0pp |
| Employer contribution / active EE | $2,237 | $5,105-56.2% | $4,646-51.8% | $4,763-53.0% |
| Participant deferral / active EE | $5,429 | $7,183-24.4% | $6,843-20.7% | $5,983-9.3% |
| Admin fee / account holder | $1,331 | $10,811-87.7% | $9,312-85.7% | $11,252-88.2% |