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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 | $53,172 | $202,460-73.7% | $169,385-68.6% | $139,456-61.9% |
| Participation rate | 60.0% | 81.1%-21.1pp | 77.2%-17.2pp | 80.3%-20.3pp |
| Annual return | 21.58% | 532.07%-510.5pp | 405.82%-384.2pp | 373.45%-351.9pp |
| Employer contribution / active EE | $2,124 | $4,691-54.7% | $4,012-47.1% | $4,753-55.3% |
| Participant deferral / active EE | $3,776 | $6,938-45.6% | $6,221-39.3% | $6,711-43.7% |
| Admin fee / account holder | $4,444 | $10,719-58.5% | $9,011-50.7% | $11,407-61.0% |