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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 | $19,637 | $70,366-72.1% | $66,674-70.5% | $138,895-85.9% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.7%-23.7pp | 79.9%-29.9pp |
| Annual return | 24.84% | 386.41%-361.6pp | 321.24%-296.4pp | 145.39%-120.6pp |
| Employer contribution / active EE | $5,699 | $2,765+106.1% | $2,620+117.5% | $4,194+35.9% |
| Participant deferral / active EE | $5,913 | $4,374+35.2% | $4,084+44.8% | $6,396-7.6% |
| Admin fee / account holder | $6,583 | $5,262+25.1% | $5,098+29.1% | $12,562-47.6% |