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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 | $58,189 | $109,967-47.1% | $97,197-40.1% | $145,877-60.1% |
| Participation rate | 60.0% | 76.0%-16.0pp | 72.7%-12.7pp | 80.3%-20.3pp |
| Annual return | 13.71% | 244.27%-230.6pp | 75.47%-61.8pp | 551.28%-537.6pp |
| Employer contribution / active EE | $1,606 | $3,077-47.8% | $2,723-41.0% | $4,663-65.5% |
| Participant deferral / active EE | $2,876 | $4,676-38.5% | $4,263-32.5% | $6,691-57.0% |
| Admin fee / account holder | $1,007 | $6,199-83.8% | $5,637-82.1% | $13,402-92.5% |