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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 | $62,131 | $72,071-13.8% | $68,368-9.1% | $137,256-54.7% |
| Participation rate | 41.2% | 76.2%-35.1pp | 73.8%-32.6pp | 80.0%-38.8pp |
| Annual return | 19.09% | 353.14%-334.1pp | 292.57%-273.5pp | 220.34%-201.3pp |
| Employer contribution / active EE | $2,364 | $2,788-15.2% | $2,649-10.8% | $4,156-43.1% |
| Participant deferral / active EE | $3,093 | $4,410-29.9% | $4,123-25.0% | $6,407-51.7% |
| Admin fee / account holder | $575 | $5,336-89.2% | $5,150-88.8% | $12,270-95.3% |