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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 | $90,530-34.4% | $76,030-21.9% | $145,897-59.3% |
| Participation rate | 69.2% | 74.4%-5.2pp | 69.1%+0.2pp | 80.3%-11.1pp |
| Annual return | 19.77% | 625.08%-605.3pp | 361.54%-341.8pp | 552.29%-532.5pp |
| Employer contribution / active EE | $1,670 | $3,319-49.7% | $2,688-37.9% | $4,663-64.2% |
| Participant deferral / active EE | $3,592 | $5,164-30.4% | $4,257-15.6% | $6,689-46.3% |
| Admin fee / account holder | $3,166 | $8,383-62.2% | $6,421-50.7% | $13,390-76.4% |