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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 | $57,319 | $125,190-54.2% | $105,624-45.7% | $145,897-60.7% |
| Participation rate | 66.7% | 77.6%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 13.34% | 225.22%-211.9pp | 116.20%-102.9pp | 552.29%-538.9pp |
| Employer contribution / active EE | $2,980 | $3,720-19.9% | $3,168-5.9% | $4,663-36.1% |
| Participant deferral / active EE | $4,577 | $5,716-19.9% | $5,013-8.7% | $6,689-31.6% |
| Admin fee / account holder | $2,996 | $17,138-82.5% | $10,961-72.7% | $13,390-77.6% |