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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 | $77,366 | $132,634-41.7% | $115,768-33.2% | $137,256-43.6% |
| Participation rate | 33.3% | 77.9%-44.5pp | 74.4%-41.1pp | 80.0%-46.6pp |
| Annual return | 16.71% | 160.70%-144.0pp | 100.46%-83.7pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,446 | $3,360-57.0% | $2,940-50.8% | $4,156-65.2% |
| Participant deferral / active EE | $2,600 | $5,619-53.7% | $4,917-47.1% | $6,407-59.4% |
| Admin fee / account holder | $1,445 | $15,028-90.4% | $12,439-88.4% | $12,270-88.2% |