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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 | $59,409 | $90,614-34.4% | $76,089-21.9% | $145,877-59.3% |
| Participation rate | 69.2% | 74.5%-5.3pp | 69.1%+0.1pp | 80.3%-11.1pp |
| Annual return | 19.77% | 623.80%-604.0pp | 360.94%-341.2pp | 551.28%-531.5pp |
| Employer contribution / active EE | $1,670 | $3,324-49.8% | $2,690-37.9% | $4,663-64.2% |
| Participant deferral / active EE | $3,592 | $5,168-30.5% | $4,259-15.7% | $6,691-46.3% |
| Admin fee / account holder | $3,166 | $8,376-62.2% | $6,418-50.7% | $13,402-76.4% |