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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 | $36,229 | $63,346-42.8% | $92,240-60.7% | $70,126-48.3% |
| Participation rate | 67.4% | 68.7%-1.2pp | 76.5%-9.0pp | 69.5%-2.1pp |
| Annual return | 18.10% | 530.19%-512.1pp | 176.29%-158.2pp | 73.15%-55.1pp |
| Employer contribution / active EE | $2,894 | $2,471+17.1% | $3,680-21.4% | $2,343+23.5% |
| Participant deferral / active EE | $2,327 | $2,854-18.5% | $3,897-40.3% | $3,332-30.2% |
| Admin fee / account holder | $1,897 | $3,841-50.6% | $5,194-63.5% | $4,645-59.2% |