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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 | $30,050 | $125,184-76.0% | $105,607-71.5% | $145,884-79.4% |
| Participation rate | 58.3% | 77.6%-19.3pp | 75.3%-16.9pp | 80.3%-22.0pp |
| Annual return | 13.93% | 225.00%-211.1pp | 116.11%-102.2pp | 551.85%-537.9pp |
| Employer contribution / active EE | $1,557 | $3,720-58.1% | $3,167-50.8% | $4,662-66.6% |
| Participant deferral / active EE | $4,155 | $5,714-27.3% | $5,011-17.1% | $6,690-37.9% |
| Admin fee / account holder | $5,070 | $17,133-70.4% | $10,958-53.7% | $13,392-62.1% |