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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 | $75,839 | $134,817-43.7% | $123,973-38.8% | $155,188-51.1% |
| Participation rate | 60.9% | 79.4%-18.5pp | 76.7%-15.8pp | 80.8%-19.9pp |
| Annual return | 14.93% | 515.49%-500.6pp | 388.13%-373.2pp | 148.84%-133.9pp |
| Employer contribution / active EE | $1,642 | $4,425-62.9% | $4,126-60.2% | $4,248-61.3% |
| Participant deferral / active EE | $2,740 | $5,706-52.0% | $5,247-47.8% | $6,531-58.0% |
| Admin fee / account holder | $1,167 | $13,245-91.2% | $11,799-90.1% | $14,480-91.9% |