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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 | $52,704 | $129,737-59.4% | $119,126-55.8% | $154,746-65.9% |
| Participation rate | 65.0% | 78.9%-13.9pp | 75.8%-10.8pp | 80.7%-15.7pp |
| Annual return | 15.88% | 379.08%-363.2pp | 282.11%-266.2pp | 172.34%-156.5pp |
| Employer contribution / active EE | $2,386 | $4,375-45.5% | $4,034-40.9% | $4,379-45.5% |
| Participant deferral / active EE | $3,236 | $5,842-44.6% | $5,318-39.1% | $6,730-51.9% |
| Admin fee / account holder | $852 | $11,961-92.9% | $10,693-92.0% | $14,365-94.1% |