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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 | $45,472 | $134,817-66.3% | $123,973-63.3% | $155,188-70.7% |
| Participation rate | 64.3% | 79.4%-15.1pp | 76.7%-12.4pp | 80.8%-16.5pp |
| Annual return | 13.88% | 515.49%-501.6pp | 388.13%-374.2pp | 148.84%-135.0pp |
| Employer contribution / active EE | $1,688 | $4,425-61.9% | $4,126-59.1% | $4,248-60.3% |
| Participant deferral / active EE | $3,561 | $5,706-37.6% | $5,247-32.1% | $6,531-45.5% |
| Admin fee / account holder | $6,713 | $13,245-49.3% | $11,799-43.1% | $14,480-53.6% |