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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 | $57,779 | $107,363-46.2% | $92,909-37.8% | $152,897-62.2% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 21.70% | 145.63%-123.9pp | 109.44%-87.7pp | 345.43%-323.7pp |
| Employer contribution / active EE | $1,588 | $4,222-62.4% | $3,653-56.5% | $4,764-66.7% |
| Participant deferral / active EE | $2,092 | $4,848-56.8% | $4,238-50.6% | $5,851-64.2% |
| Admin fee / account holder | $1,428 | $7,082-79.8% | $5,795-75.4% | $11,599-87.7% |