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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 | $59,381 | $107,368-44.7% | $92,915-36.1% | $152,909-61.2% |
| Participation rate | 59.1% | 79.8%-20.7pp | 76.0%-16.9pp | 82.5%-23.4pp |
| Annual return | 22.97% | 145.64%-122.7pp | 109.45%-86.5pp | 345.46%-322.5pp |
| Employer contribution / active EE | $1,684 | $4,222-60.1% | $3,653-53.9% | $4,764-64.6% |
| Participant deferral / active EE | $3,893 | $4,848-19.7% | $4,238-8.1% | $5,851-33.5% |
| Admin fee / account holder | $1,437 | $7,082-79.7% | $5,796-75.2% | $11,601-87.6% |