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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 | $58,493 | $104,953-44.3% | $84,637-30.9% | $152,909-61.7% |
| Participation rate | 56.5% | 74.8%-18.3pp | 68.2%-11.7pp | 82.5%-25.9pp |
| Annual return | 16.02% | 373.94%-357.9pp | 258.82%-242.8pp | 345.46%-329.4pp |
| Employer contribution / active EE | $2,142 | $3,304-35.2% | $2,653-19.3% | $4,764-55.0% |
| Participant deferral / active EE | $5,395 | $4,691+15.0% | $3,900+38.3% | $5,851-7.8% |
| Admin fee / account holder | $9,635 | $6,244+54.3% | $4,914+96.1% | $11,601-16.9% |