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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 | $90,530-59.7% | $76,030-52.0% | $145,897-75.0% |
| Participation rate | 60.0% | 74.4%-14.4pp | 69.1%-9.1pp | 80.3%-20.3pp |
| Annual return | 35.79% | 625.08%-589.3pp | 361.54%-325.7pp | 552.29%-516.5pp |
| Employer contribution / active EE | $1,825 | $3,319-45.0% | $2,688-32.1% | $4,663-60.9% |
| Participant deferral / active EE | $4,102 | $5,164-20.6% | $4,257-3.7% | $6,689-38.7% |
| Admin fee / account holder | $647 | $8,383-92.3% | $6,421-89.9% | $13,390-95.2% |