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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 | $36,473 | $90,397-59.7% | $76,002-52.0% | $145,959-75.0% |
| Participation rate | 60.0% | 74.5%-14.5pp | 69.1%-9.1pp | 80.3%-20.3pp |
| Annual return | 35.79% | 621.97%-586.2pp | 360.07%-324.3pp | 561.95%-526.2pp |
| Employer contribution / active EE | $1,825 | $3,317-45.0% | $2,688-32.1% | $4,661-60.8% |
| Participant deferral / active EE | $4,102 | $5,163-20.6% | $4,257-3.6% | $6,689-38.7% |
| Admin fee / account holder | $647 | $8,369-92.3% | $6,414-89.9% | $13,398-95.2% |