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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 | $46,704 | $77,901-40.0% | $149,717-68.8% | $75,181-37.9% |
| Participation rate | 68.1% | 65.6%+2.5pp | 78.8%-10.7pp | 67.2%+0.9pp |
| Annual return | 86.86% | 31.73%+55.1pp | 134.41%-47.5pp | 160.69%-73.8pp |
| Employer contribution / active EE | $1,590 | $3,137-49.3% | $4,820-67.0% | $2,671-40.5% |
| Participant deferral / active EE | $3,794 | $3,411+11.2% | $5,682-33.2% | $4,126-8.0% |
| Admin fee / account holder | $1,176 | $5,949-80.2% | $13,213-91.1% | $5,650-79.2% |