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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 | $40,683 | $129,737-68.6% | $119,126-65.8% | $154,746-73.7% |
| Participation rate | 64.7% | 78.9%-14.1pp | 75.8%-11.1pp | 80.7%-16.0pp |
| Annual return | 18.14% | 379.08%-360.9pp | 282.11%-264.0pp | 172.34%-154.2pp |
| Employer contribution / active EE | $2,180 | $4,375-50.2% | $4,034-45.9% | $4,379-50.2% |
| Participant deferral / active EE | $5,184 | $5,842-11.3% | $5,318-2.5% | $6,730-23.0% |
| Admin fee / account holder | $7,219 | $11,961-39.6% | $10,693-32.5% | $14,365-49.7% |