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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 | $56,491 | $109,967-48.6% | $97,197-41.9% | $145,877-61.3% |
| Participation rate | 63.6% | 76.0%-12.3pp | 72.7%-9.1pp | 80.3%-16.7pp |
| Annual return | 17.32% | 244.27%-227.0pp | 75.47%-58.2pp | 551.28%-534.0pp |
| Employer contribution / active EE | $1,015 | $3,077-67.0% | $2,723-62.7% | $4,663-78.2% |
| Participant deferral / active EE | $4,730 | $4,676+1.1% | $4,263+10.9% | $6,691-29.3% |
| Admin fee / account holder | $1,924 | $6,199-69.0% | $5,637-65.9% | $13,402-85.6% |