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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 | $58,174 | $102,595-43.3% | $94,057-38.2% | $154,746-62.4% |
| Participation rate | 52.2% | 76.0%-23.8pp | 73.3%-21.2pp | 80.7%-28.5pp |
| Annual return | 20.14% | 583.42%-563.3pp | 480.62%-460.5pp | 172.34%-152.2pp |
| Employer contribution / active EE | $2,348 | $3,147-25.4% | $2,933-19.9% | $4,379-46.4% |
| Participant deferral / active EE | $4,112 | $5,118-19.7% | $4,709-12.7% | $6,730-38.9% |
| Admin fee / account holder | $2,990 | $7,736-61.4% | $7,244-58.7% | $14,365-79.2% |