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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 | $53,936 | $107,368-49.8% | $92,915-42.0% | $152,909-64.7% |
| Participation rate | 35.7% | 79.8%-44.1pp | 76.0%-40.3pp | 82.5%-46.7pp |
| Annual return | 23.70% | 145.64%-121.9pp | 109.45%-85.8pp | 345.46%-321.8pp |
| Employer contribution / active EE | $1,038 | $4,222-75.4% | $3,653-71.6% | $4,764-78.2% |
| Participant deferral / active EE | $4,223 | $4,848-12.9% | $4,238-0.4% | $5,851-27.8% |
| Admin fee / account holder | $557 | $7,082-92.1% | $5,796-90.4% | $11,601-95.2% |