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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 | $29,843 | $111,535-73.2% | $105,223-71.6% | $137,256-78.3% |
| Participation rate | 55.6% | 78.1%-22.5pp | 75.0%-19.5pp | 80.0%-24.4pp |
| Annual return | 19.50% | 237.85%-218.4pp | 180.65%-161.1pp | 220.34%-200.8pp |
| Employer contribution / active EE | $1,634 | $3,939-58.5% | $3,689-55.7% | $4,156-60.7% |
| Participant deferral / active EE | $2,452 | $5,500-55.4% | $5,072-51.6% | $6,407-61.7% |
| Admin fee / account holder | $3,105 | $9,721-68.1% | $8,859-64.9% | $12,270-74.7% |