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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 | $125,237-54.2% | $105,608-45.7% | $145,877-60.7% |
| Participation rate | 66.7% | 77.7%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 13.34% | 225.76%-212.4pp | 116.50%-103.2pp | 551.28%-537.9pp |
| Employer contribution / active EE | $2,980 | $3,720-19.9% | $3,167-5.9% | $4,663-36.1% |
| Participant deferral / active EE | $4,577 | $5,711-19.9% | $5,010-8.6% | $6,691-31.6% |
| Admin fee / account holder | $2,996 | $17,287-82.7% | $11,028-72.8% | $13,402-77.6% |