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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 | $37,522 | $129,217-71.0% | $93,406-59.8% | $158,950-76.4% |
| Participation rate | 57.1% | 71.0%-13.8pp | 66.8%-9.7pp | 82.0%-24.8pp |
| Annual return | 16.76% | 118.21%-101.5pp | 78.05%-61.3pp | 302.91%-286.2pp |
| Employer contribution / active EE | $1,595 | $2,711-41.2% | $2,075-23.1% | $4,762-66.5% |
| Participant deferral / active EE | $3,616 | $3,909-7.5% | $3,126+15.7% | $5,983-39.6% |
| Admin fee / account holder | $1,307 | $7,383-82.3% | $5,230-75.0% | $11,248-88.4% |