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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 | $29,173 | $167,030-82.5% | $135,768-78.5% | $155,188-81.2% |
| Participation rate | 59.1% | 76.2%-17.1pp | 71.1%-12.0pp | 80.8%-21.7pp |
| Annual return | 13.92% | 678.39%-664.5pp | 526.10%-512.2pp | 148.84%-134.9pp |
| Employer contribution / active EE | $1,047 | $4,132-74.7% | $3,394-69.1% | $4,248-75.3% |
| Participant deferral / active EE | $2,599 | $4,528-42.6% | $3,977-34.6% | $6,531-60.2% |
| Admin fee / account holder | $2,354 | $8,172-71.2% | $7,048-66.6% | $14,480-83.7% |