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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 | $29,593 | $102,595-71.2% | $94,057-68.5% | $154,746-80.9% |
| Participation rate | 61.1% | 76.0%-14.9pp | 73.3%-12.2pp | 80.7%-19.6pp |
| Annual return | 19.13% | 583.42%-564.3pp | 480.62%-461.5pp | 172.34%-153.2pp |
| Employer contribution / active EE | $2,476 | $3,147-21.3% | $2,933-15.6% | $4,379-43.5% |
| Participant deferral / active EE | $3,966 | $5,118-22.5% | $4,709-15.8% | $6,730-41.1% |
| Admin fee / account holder | $3,836 | $7,736-50.4% | $7,244-47.0% | $14,365-73.3% |