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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 | $21,019 | $104,953-80.0% | $84,637-75.2% | $152,909-86.3% |
| Participation rate | 58.8% | 74.8%-16.0pp | 68.2%-9.4pp | 82.5%-23.6pp |
| Annual return | 28.53% | 373.94%-345.4pp | 258.82%-230.3pp | 345.46%-316.9pp |
| Employer contribution / active EE | $2,110 | $3,304-36.1% | $2,653-20.5% | $4,764-55.7% |
| Participant deferral / active EE | $3,903 | $4,691-16.8% | $3,900+0.1% | $5,851-33.3% |
| Admin fee / account holder | $1,937 | $6,244-69.0% | $4,914-60.6% | $11,601-83.3% |