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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 | $42,646 | $134,817-68.4% | $123,973-65.6% | $155,188-72.5% |
| Participation rate | 68.8% | 79.4%-10.6pp | 76.7%-7.9pp | 80.8%-12.1pp |
| Annual return | 17.69% | 515.49%-497.8pp | 388.13%-370.4pp | 148.84%-131.1pp |
| Employer contribution / active EE | $1,865 | $4,425-57.8% | $4,126-54.8% | $4,248-56.1% |
| Participant deferral / active EE | $3,249 | $5,706-43.1% | $5,247-38.1% | $6,531-50.3% |
| Admin fee / account holder | $6,908 | $13,245-47.8% | $11,799-41.4% | $14,480-52.3% |