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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 | $41,038 | $112,935-63.7% | $90,970-54.9% | $158,966-74.2% |
| Participation rate | 57.1% | 74.7%-17.6pp | 69.0%-11.9pp | 82.0%-24.8pp |
| Annual return | 15.11% | 215.79%-200.7pp | 134.58%-119.5pp | 302.95%-287.8pp |
| Employer contribution / active EE | $1,993 | $2,895-31.2% | $2,122-6.1% | $4,762-58.2% |
| Participant deferral / active EE | $5,682 | $4,129+37.6% | $3,373+68.4% | $5,983-5.0% |
| Admin fee / account holder | $1,033 | $8,045-87.2% | $5,960-82.7% | $11,250-90.8% |