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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 | $49,797 | $107,363-53.6% | $92,909-46.4% | $152,897-67.4% |
| Participation rate | 69.2% | 79.8%-10.6pp | 76.0%-6.8pp | 82.5%-13.2pp |
| Annual return | 13.78% | 145.63%-131.8pp | 109.44%-95.7pp | 345.43%-331.6pp |
| Employer contribution / active EE | $1,465 | $4,222-65.3% | $3,653-59.9% | $4,764-69.2% |
| Participant deferral / active EE | $2,581 | $4,848-46.8% | $4,238-39.1% | $5,851-55.9% |
| Admin fee / account holder | $3,616 | $7,082-48.9% | $5,795-37.6% | $11,599-68.8% |