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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 | $45,727 | $85,766-46.7% | $136,298-66.5% | $70,126-34.8% |
| Participation rate | 62.2% | 74.2%-11.9pp | 81.9%-19.7pp | 69.5%-7.3pp |
| Annual return | 20.99% | 31.46%-10.5pp | 5156.27%-5135.3pp | 73.15%-52.2pp |
| Employer contribution / active EE | $1,956 | $2,966-34.0% | $4,696-58.3% | $2,343-16.5% |
| Participant deferral / active EE | $3,937 | $5,051-22.1% | $6,247-37.0% | $3,332+18.2% |
| Admin fee / account holder | $3,788 | $5,421-30.1% | $9,244-59.0% | $4,645-18.4% |