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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 | $48,600 | $72,071-32.6% | $68,368-28.9% | $137,256-64.6% |
| Participation rate | 57.9% | 76.2%-18.3pp | 73.8%-15.9pp | 80.0%-22.1pp |
| Annual return | 16.01% | 353.14%-337.1pp | 292.57%-276.6pp | 220.34%-204.3pp |
| Employer contribution / active EE | $1,176 | $2,788-57.8% | $2,649-55.6% | $4,156-71.7% |
| Participant deferral / active EE | $3,138 | $4,410-28.8% | $4,123-23.9% | $6,407-51.0% |
| Admin fee / account holder | $5,604 | $5,336+5.0% | $5,150+8.8% | $12,270-54.3% |