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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 | $78,582 | $104,937-25.1% | $84,628-7.1% | $152,897-48.6% |
| Participation rate | 57.9% | 74.8%-16.9pp | 68.2%-10.3pp | 82.5%-24.6pp |
| Annual return | 19.52% | 373.88%-354.4pp | 258.80%-239.3pp | 345.43%-325.9pp |
| Employer contribution / active EE | $1,489 | $3,303-54.9% | $2,653-43.9% | $4,764-68.7% |
| Participant deferral / active EE | $2,630 | $4,690-43.9% | $3,900-32.6% | $5,851-55.1% |
| Admin fee / account holder | $2,038 | $6,243-67.4% | $4,914-58.5% | $11,599-82.4% |