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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 | $44,561 | $162,529-72.6% | $130,788-65.9% | $154,746-71.2% |
| Participation rate | 64.7% | 75.9%-11.2pp | 70.1%-5.4pp | 80.7%-16.0pp |
| Annual return | 16.08% | 510.48%-494.4pp | 386.44%-370.4pp | 172.34%-156.3pp |
| Employer contribution / active EE | $1,070 | $4,447-75.9% | $3,558-69.9% | $4,379-75.6% |
| Participant deferral / active EE | $3,489 | $4,808-27.4% | $4,137-15.7% | $6,730-48.2% |
| Admin fee / account holder | $1,255 | $7,669-83.6% | $6,673-81.2% | $14,365-91.3% |