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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 | $56,877 | $129,737-56.2% | $119,126-52.3% | $154,746-63.2% |
| Participation rate | 57.1% | 78.9%-21.7pp | 75.8%-18.6pp | 80.7%-23.6pp |
| Annual return | 18.35% | 379.08%-360.7pp | 282.11%-263.8pp | 172.34%-154.0pp |
| Employer contribution / active EE | $2,217 | $4,375-49.3% | $4,034-45.0% | $4,379-49.4% |
| Participant deferral / active EE | $4,877 | $5,842-16.5% | $5,318-8.3% | $6,730-27.5% |
| Admin fee / account holder | $5,819 | $11,961-51.3% | $10,693-45.6% | $14,365-59.5% |