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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 | $31,641 | $107,368-70.5% | $92,915-65.9% | $152,909-79.3% |
| Participation rate | 64.7% | 79.8%-15.1pp | 76.0%-11.3pp | 82.5%-17.7pp |
| Annual return | 24.14% | 145.64%-121.5pp | 109.45%-85.3pp | 345.46%-321.3pp |
| Employer contribution / active EE | $2,088 | $4,222-50.5% | $3,653-42.8% | $4,764-56.2% |
| Participant deferral / active EE | $4,221 | $4,848-12.9% | $4,238-0.4% | $5,851-27.9% |
| Admin fee / account holder | $1,248 | $7,082-82.4% | $5,796-78.5% | $11,601-89.2% |