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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 | $171,492-66.8% | $150,734-62.3% | $198,609-71.4% |
| Participation rate | 57.1% | 81.4%-24.3pp | 78.4%-21.3pp | 82.4%-25.2pp |
| Annual return | 18.35% | 804.70%-786.3pp | 600.81%-582.5pp | 202.70%-184.3pp |
| Employer contribution / active EE | $2,217 | $5,470-59.5% | $4,918-54.9% | $5,055-56.1% |
| Participant deferral / active EE | $4,877 | $6,259-22.1% | $5,610-13.1% | $6,977-30.1% |
| Admin fee / account holder | $5,819 | $17,628-67.0% | $14,905-61.0% | $19,030-69.4% |