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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 | $52,159 | $111,787-53.3% | $93,681-44.3% | $145,978-64.3% |
| Participation rate | 62.5% | 74.2%-11.7pp | 68.7%-6.2pp | 80.3%-17.8pp |
| Annual return | 13.93% | 203.52%-189.6pp | 133.47%-119.5pp | 550.52%-536.6pp |
| Employer contribution / active EE | $1,902 | $3,093-38.5% | $2,422-21.5% | $4,662-59.2% |
| Participant deferral / active EE | $2,850 | $4,918-42.0% | $4,415-35.4% | $6,690-57.4% |
| Admin fee / account holder | $3,434 | $10,256-66.5% | $8,290-58.6% | $13,400-74.4% |