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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 | $29,622 | $102,595-71.1% | $94,057-68.5% | $154,746-80.9% |
| Participation rate | 57.1% | 76.0%-18.9pp | 73.3%-16.2pp | 80.7%-23.6pp |
| Annual return | 19.77% | 583.42%-563.6pp | 480.62%-460.9pp | 172.34%-152.6pp |
| Employer contribution / active EE | $1,503 | $3,147-52.2% | $2,933-48.8% | $4,379-65.7% |
| Participant deferral / active EE | $4,950 | $5,118-3.3% | $4,709+5.1% | $6,730-26.4% |
| Admin fee / account holder | $4,197 | $7,736-45.7% | $7,244-42.1% | $14,365-70.8% |