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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 | $56,344 | $202,440-72.2% | $169,390-66.7% | $139,466-59.6% |
| Participation rate | 61.1% | 81.1%-20.0pp | 77.2%-16.1pp | 80.3%-19.2pp |
| Annual return | 16.38% | 532.36%-516.0pp | 406.07%-389.7pp | 373.66%-357.3pp |
| Employer contribution / active EE | $2,062 | $4,693-56.1% | $4,013-48.6% | $4,754-56.6% |
| Participant deferral / active EE | $3,940 | $6,940-43.2% | $6,222-36.7% | $6,712-41.3% |
| Admin fee / account holder | $2,577 | $10,722-76.0% | $9,015-71.4% | $11,409-77.4% |