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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 | $42,912 | $202,440-78.8% | $169,390-74.7% | $139,466-69.2% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.2%-27.2pp | 80.3%-30.3pp |
| Annual return | 18.47% | 532.36%-513.9pp | 406.07%-387.6pp | 373.66%-355.2pp |
| Employer contribution / active EE | $1,925 | $4,693-59.0% | $4,013-52.0% | $4,754-59.5% |
| Participant deferral / active EE | $2,602 | $6,940-62.5% | $6,222-58.2% | $6,712-61.2% |
| Admin fee / account holder | $407 | $10,722-96.2% | $9,015-95.5% | $11,409-96.4% |