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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 | $45,598 | $72,071-36.7% | $68,368-33.3% | $137,256-66.8% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.8%-11.3pp | 80.0%-17.5pp |
| Annual return | 19.50% | 353.14%-333.6pp | 292.57%-273.1pp | 220.34%-200.8pp |
| Employer contribution / active EE | $2,521 | $2,788-9.6% | $2,649-4.8% | $4,156-39.3% |
| Participant deferral / active EE | $7,298 | $4,410+65.5% | $4,123+77.0% | $6,407+13.9% |
| Admin fee / account holder | $558 | $5,336-89.5% | $5,150-89.2% | $12,270-95.4% |