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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 | $38,728 | $107,368-63.9% | $92,915-58.3% | $152,909-74.7% |
| Participation rate | 42.1% | 79.8%-37.7pp | 76.0%-33.9pp | 82.5%-40.4pp |
| Annual return | 28.21% | 145.64%-117.4pp | 109.45%-81.2pp | 345.46%-317.3pp |
| Employer contribution / active EE | $2,182 | $4,222-48.3% | $3,653-40.3% | $4,764-54.2% |
| Participant deferral / active EE | $5,825 | $4,848+20.2% | $4,238+37.4% | $5,851-0.5% |
| Admin fee / account holder | $2,656 | $7,082-62.5% | $5,796-54.2% | $11,601-77.1% |