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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 | $53,476 | $72,071-25.8% | $68,368-21.8% | $137,256-61.0% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 17.87% | 353.14%-335.3pp | 292.57%-274.7pp | 220.34%-202.5pp |
| Employer contribution / active EE | $1,256 | $2,788-54.9% | $2,649-52.6% | $4,156-69.8% |
| Participant deferral / active EE | $3,498 | $4,410-20.7% | $4,123-15.1% | $6,407-45.4% |
| Admin fee / account holder | $3,925 | $5,336-26.4% | $5,150-23.8% | $12,270-68.0% |