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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 | $40,712 | $210,698-80.7% | $178,014-77.1% | $145,959-72.1% |
| Participation rate | 52.6% | 80.8%-28.1pp | 77.1%-24.5pp | 80.3%-27.7pp |
| Annual return | 11.04% | 386.27%-375.2pp | 294.80%-283.8pp | 561.95%-550.9pp |
| Employer contribution / active EE | $1,881 | $4,567-58.8% | $3,950-52.4% | $4,661-59.6% |
| Participant deferral / active EE | $3,346 | $6,958-51.9% | $6,276-46.7% | $6,689-50.0% |
| Admin fee / account holder | $6,418 | $12,016-46.6% | $10,362-38.1% | $13,398-52.1% |