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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 | $46,336 | $162,529-71.5% | $130,788-64.6% | $154,746-70.1% |
| Participation rate | 66.7% | 75.9%-9.2pp | 70.1%-3.4pp | 80.7%-14.0pp |
| Annual return | 22.01% | 510.48%-488.5pp | 386.44%-364.4pp | 172.34%-150.3pp |
| Employer contribution / active EE | $3,341 | $4,447-24.9% | $3,558-6.1% | $4,379-23.7% |
| Participant deferral / active EE | $4,143 | $4,808-13.8% | $4,137+0.1% | $6,730-38.4% |
| Admin fee / account holder | $1,306 | $7,669-83.0% | $6,673-80.4% | $14,365-90.9% |