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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 | $52,763 | $102,595-48.6% | $94,057-43.9% | $154,746-65.9% |
| Participation rate | 56.3% | 76.0%-19.7pp | 73.3%-17.1pp | 80.7%-24.5pp |
| Annual return | 11.58% | 583.42%-571.8pp | 480.62%-469.0pp | 172.34%-160.8pp |
| Employer contribution / active EE | $1,372 | $3,147-56.4% | $2,933-53.2% | $4,379-68.7% |
| Participant deferral / active EE | $3,771 | $5,118-26.3% | $4,709-19.9% | $6,730-44.0% |
| Admin fee / account holder | $1,019 | $7,736-86.8% | $7,244-85.9% | $14,365-92.9% |