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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 | $48,123 | $111,535-56.9% | $105,223-54.3% | $137,256-64.9% |
| Participation rate | 63.6% | 78.1%-14.5pp | 75.0%-11.4pp | 80.0%-16.3pp |
| Annual return | 22.94% | 237.85%-214.9pp | 180.65%-157.7pp | 220.34%-197.4pp |
| Employer contribution / active EE | $2,067 | $3,939-47.5% | $3,689-44.0% | $4,156-50.3% |
| Participant deferral / active EE | $4,100 | $5,500-25.5% | $5,072-19.2% | $6,407-36.0% |
| Admin fee / account holder | $402 | $9,721-95.9% | $8,859-95.5% | $12,270-96.7% |