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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 | $29,182 | $63,346-53.9% | $92,240-68.4% | $70,126-58.4% |
| Participation rate | 56.9% | 68.7%-11.8pp | 76.5%-19.6pp | 69.5%-12.7pp |
| Annual return | 14.72% | 530.19%-515.5pp | 176.29%-161.6pp | 73.15%-58.4pp |
| Employer contribution / active EE | $2,504 | $2,471+1.3% | $3,680-31.9% | $2,343+6.9% |
| Participant deferral / active EE | $4,160 | $2,854+45.8% | $3,897+6.8% | $3,332+24.9% |
| Admin fee / account holder | $4,008 | $3,841+4.3% | $5,194-22.8% | $4,645-13.7% |