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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 | $46,593 | $121,701-61.7% | $104,639-55.5% | $158,982-70.7% |
| Participation rate | 65.0% | 77.5%-12.5pp | 74.1%-9.1pp | 82.0%-17.0pp |
| Annual return | 17.30% | 465.72%-448.4pp | 340.67%-323.4pp | 302.99%-285.7pp |
| Employer contribution / active EE | $1,920 | $3,165-39.3% | $2,682-28.4% | $4,763-59.7% |
| Participant deferral / active EE | $3,114 | $4,176-25.4% | $3,738-16.7% | $5,983-48.0% |
| Admin fee / account holder | $2,885 | $7,778-62.9% | $6,465-55.4% | $11,252-74.4% |