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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 | $56,710 | $107,353-47.2% | $92,903-39.0% | $152,885-62.9% |
| Participation rate | 37.5% | 79.8%-42.3pp | 76.0%-38.5pp | 82.5%-45.0pp |
| Annual return | 23.82% | 145.62%-121.8pp | 109.43%-85.6pp | 345.39%-321.6pp |
| Employer contribution / active EE | $1,979 | $4,222-53.1% | $3,653-45.8% | $4,763-58.5% |
| Participant deferral / active EE | $5,696 | $4,848+17.5% | $4,238+34.4% | $5,851-2.6% |
| Admin fee / account holder | $2,151 | $7,081-69.6% | $5,795-62.9% | $11,598-81.4% |