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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 | $56,246 | $72,071-22.0% | $68,368-17.7% | $137,256-59.0% |
| Participation rate | 35.3% | 76.2%-40.9pp | 73.8%-38.5pp | 80.0%-44.7pp |
| Annual return | 17.67% | 353.14%-335.5pp | 292.57%-274.9pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,112 | $2,788-60.1% | $2,649-58.0% | $4,156-73.2% |
| Participant deferral / active EE | $2,056 | $4,410-53.4% | $4,123-50.1% | $6,407-67.9% |
| Admin fee / account holder | $728 | $5,336-86.4% | $5,150-85.9% | $12,270-94.1% |