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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 | $57,763 | $112,915-48.8% | $90,965-36.5% | $158,950-63.7% |
| Participation rate | 31.3% | 74.7%-43.5pp | 69.0%-37.8pp | 82.0%-50.7pp |
| Annual return | 23.12% | 215.75%-192.6pp | 134.57%-111.4pp | 302.91%-279.8pp |
| Employer contribution / active EE | $1,504 | $2,894-48.0% | $2,122-29.1% | $4,762-68.4% |
| Participant deferral / active EE | $4,500 | $4,128+9.0% | $3,373+33.4% | $5,983-24.8% |
| Admin fee / account holder | $4,960 | $8,044-38.3% | $5,960-16.8% | $11,248-55.9% |