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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 | $41,358 | $109,372-62.2% | $89,414-53.7% | $158,966-74.0% |
| Participation rate | 52.9% | 74.3%-21.3pp | 68.0%-15.0pp | 82.0%-29.0pp |
| Annual return | 11.22% | 345.55%-334.3pp | 245.50%-234.3pp | 302.95%-291.7pp |
| Employer contribution / active EE | $1,819 | $3,171-42.7% | $2,586-29.7% | $4,762-61.8% |
| Participant deferral / active EE | $2,970 | $4,598-35.4% | $3,890-23.6% | $5,983-50.4% |
| Admin fee / account holder | $8,181 | $6,156+32.9% | $4,883+67.5% | $11,250-27.3% |