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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 | $40,526 | $100,139-59.5% | $85,187-52.4% | $145,884-72.2% |
| Participation rate | 57.1% | 74.1%-17.0pp | 67.5%-10.4pp | 80.3%-23.2pp |
| Annual return | 11.82% | 84.15%-72.3pp | 66.67%-54.8pp | 551.85%-540.0pp |
| Employer contribution / active EE | $2,400 | $3,238-25.9% | $2,732-12.2% | $4,662-48.5% |
| Participant deferral / active EE | $4,399 | $5,296-16.9% | $4,525-2.8% | $6,690-34.2% |
| Admin fee / account holder | $4,845 | $7,262-33.3% | $6,162-21.4% | $13,392-63.8% |