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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 | $55,326 | $109,904-49.7% | $97,167-43.1% | $145,959-62.1% |
| Participation rate | 61.5% | 75.9%-14.4pp | 72.7%-11.1pp | 80.3%-18.7pp |
| Annual return | 22.42% | 243.43%-221.0pp | 75.27%-52.8pp | 561.95%-539.5pp |
| Employer contribution / active EE | $1,573 | $3,084-49.0% | $2,729-42.4% | $4,661-66.3% |
| Participant deferral / active EE | $1,986 | $4,676-57.5% | $4,264-53.4% | $6,689-70.3% |
| Admin fee / account holder | $1,341 | $6,216-78.4% | $5,650-76.3% | $13,398-90.0% |