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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 | $134,817-69.8% | $123,973-67.2% | $155,188-73.8% |
| Participation rate | 64.7% | 79.4%-14.7pp | 76.7%-12.0pp | 80.8%-16.1pp |
| Annual return | 18.14% | 515.49%-497.3pp | 388.13%-370.0pp | 148.84%-130.7pp |
| Employer contribution / active EE | $2,180 | $4,425-50.7% | $4,126-47.2% | $4,248-48.7% |
| Participant deferral / active EE | $5,184 | $5,706-9.2% | $5,247-1.2% | $6,531-20.6% |
| Admin fee / account holder | $7,219 | $13,245-45.5% | $11,799-38.8% | $14,480-50.1% |