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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 | $42,716 | $111,535-61.7% | $105,223-59.4% | $137,256-68.9% |
| Participation rate | 52.2% | 78.1%-25.9pp | 75.0%-22.9pp | 80.0%-27.8pp |
| Annual return | 18.07% | 237.85%-219.8pp | 180.65%-162.6pp | 220.34%-202.3pp |
| Employer contribution / active EE | $1,568 | $3,939-60.2% | $3,689-57.5% | $4,156-62.3% |
| Participant deferral / active EE | $4,049 | $5,500-26.4% | $5,072-20.2% | $6,407-36.8% |
| Admin fee / account holder | $5,250 | $9,721-46.0% | $8,859-40.7% | $12,270-57.2% |