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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 | $36,605 | $109,344-66.5% | $89,400-59.1% | $158,950-77.0% |
| Participation rate | 55.6% | 74.3%-18.7pp | 68.0%-12.4pp | 82.0%-26.4pp |
| Annual return | 18.19% | 345.73%-327.5pp | 245.64%-227.5pp | 302.91%-284.7pp |
| Employer contribution / active EE | $662 | $3,170-79.1% | $2,586-74.4% | $4,762-86.1% |
| Participant deferral / active EE | $4,344 | $4,599-5.5% | $3,890+11.7% | $5,983-27.4% |
| Admin fee / account holder | $1,236 | $6,154-79.9% | $4,882-74.7% | $11,248-89.0% |