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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 | $53,511 | $90,614-40.9% | $76,089-29.7% | $145,877-63.3% |
| Participation rate | 57.1% | 74.5%-17.4pp | 69.1%-11.9pp | 80.3%-23.2pp |
| Annual return | 12.76% | 623.80%-611.0pp | 360.94%-348.2pp | 551.28%-538.5pp |
| Employer contribution / active EE | $1,147 | $3,324-65.5% | $2,690-57.3% | $4,663-75.4% |
| Participant deferral / active EE | $3,363 | $5,168-34.9% | $4,259-21.1% | $6,691-49.7% |
| Admin fee / account holder | $715 | $8,376-91.5% | $6,418-88.9% | $13,402-94.7% |