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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 | $66,093 | $107,368-38.4% | $92,915-28.9% | $152,909-56.8% |
| Participation rate | 61.5% | 79.8%-18.3pp | 76.0%-14.5pp | 82.5%-20.9pp |
| Annual return | 18.83% | 145.64%-126.8pp | 109.45%-90.6pp | 345.46%-326.6pp |
| Employer contribution / active EE | $3,002 | $4,222-28.9% | $3,653-17.8% | $4,764-37.0% |
| Participant deferral / active EE | $3,931 | $4,848-18.9% | $4,238-7.2% | $5,851-32.8% |
| Admin fee / account holder | $2,917 | $7,082-58.8% | $5,796-49.7% | $11,601-74.9% |