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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 | $42,590 | $125,778-66.1% | $114,563-62.8% | $154,746-72.5% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.9%-22.9pp | 80.7%-30.7pp |
| Annual return | 14.42% | 295.14%-280.7pp | 241.09%-226.7pp | 172.34%-157.9pp |
| Employer contribution / active EE | $1,336 | $2,806-52.4% | $2,592-48.4% | $4,379-69.5% |
| Participant deferral / active EE | $2,121 | $4,445-52.3% | $4,142-48.8% | $6,730-68.5% |
| Admin fee / account holder | $7,309 | $8,190-10.8% | $7,623-4.1% | $14,365-49.1% |