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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 | $51,920 | $72,071-28.0% | $68,368-24.1% | $137,256-62.2% |
| Participation rate | 56.3% | 76.2%-20.0pp | 73.8%-17.5pp | 80.0%-23.7pp |
| Annual return | 16.63% | 353.14%-336.5pp | 292.57%-275.9pp | 220.34%-203.7pp |
| Employer contribution / active EE | $1,751 | $2,788-37.2% | $2,649-33.9% | $4,156-57.9% |
| Participant deferral / active EE | $2,316 | $4,410-47.5% | $4,123-43.8% | $6,407-63.8% |
| Admin fee / account holder | $2,900 | $5,336-45.6% | $5,150-43.7% | $12,270-76.4% |