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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 | $35,301 | $45,152-21.8% | $73,835-52.2% | $59,633-40.8% |
| Participation rate | 59.1% | 64.0%-4.9pp | 73.4%-14.4pp | 68.7%-9.6pp |
| Annual return | 4.66% | 27.40%-22.7pp | 2268.13%-2263.5pp | 2041.40%-2036.7pp |
| Employer contribution / active EE | $3,724 | $1,901+95.9% | $2,788+33.6% | $2,203+69.1% |
| Participant deferral / active EE | $2,033 | $2,573-21.0% | $3,583-43.3% | $3,192-36.3% |
| Admin fee / account holder | $3,284 | $3,515-6.6% | $4,880-32.7% | $4,297-23.6% |