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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 | $34,812 | $72,071-51.7% | $68,368-49.1% | $137,256-74.6% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.0%-20.0pp |
| Annual return | 20.87% | 353.14%-332.3pp | 292.57%-271.7pp | 220.34%-199.5pp |
| Employer contribution / active EE | $2,090 | $2,788-25.1% | $2,649-21.1% | $4,156-49.7% |
| Participant deferral / active EE | $6,956 | $4,410+57.7% | $4,123+68.7% | $6,407+8.6% |
| Admin fee / account holder | $6,173 | $5,336+15.7% | $5,150+19.9% | $12,270-49.7% |