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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 | $56,770 | $112,933-49.7% | $90,970-37.6% | $158,982-64.3% |
| Participation rate | 62.5% | 74.7%-12.2pp | 69.0%-6.5pp | 82.0%-19.5pp |
| Annual return | 15.82% | 215.82%-200.0pp | 134.60%-118.8pp | 302.99%-287.2pp |
| Employer contribution / active EE | $1,026 | $2,893-64.5% | $2,122-51.7% | $4,763-78.5% |
| Participant deferral / active EE | $3,055 | $4,128-26.0% | $3,373-9.4% | $5,983-48.9% |
| Admin fee / account holder | $1,685 | $8,047-79.1% | $5,961-71.7% | $11,252-85.0% |