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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 | $59,663 | $111,878-46.7% | $93,727-36.3% | $145,897-59.1% |
| Participation rate | 46.7% | 74.2%-27.5pp | 68.7%-22.0pp | 80.3%-33.6pp |
| Annual return | 11.35% | 204.28%-192.9pp | 133.83%-122.5pp | 552.29%-540.9pp |
| Employer contribution / active EE | $1,845 | $3,092-40.3% | $2,421-23.8% | $4,663-60.4% |
| Participant deferral / active EE | $4,884 | $4,920-0.7% | $4,417+10.6% | $6,689-27.0% |
| Admin fee / account holder | $4,349 | $10,256-57.6% | $8,292-47.6% | $13,390-67.5% |