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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 | $48,230 | $148,629-67.6% | $135,982-64.5% | $139,487-65.4% |
| Participation rate | 60.9% | 83.9%-23.0pp | 81.9%-21.1pp | 80.3%-19.5pp |
| Annual return | 17.43% | 79.33%-61.9pp | 68.32%-50.9pp | 373.84%-356.4pp |
| Employer contribution / active EE | $2,095 | $5,247-60.1% | $4,859-56.9% | $4,755-55.9% |
| Participant deferral / active EE | $3,773 | $8,102-53.4% | $7,760-51.4% | $6,713-43.8% |
| Admin fee / account holder | $4,257 | $12,406-65.7% | $10,767-60.5% | $11,407-62.7% |