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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 | $59,243 | $72,071-17.8% | $68,368-13.3% | $137,256-56.8% |
| Participation rate | 31.6% | 76.2%-44.7pp | 73.8%-42.2pp | 80.0%-48.4pp |
| Annual return | 15.45% | 353.14%-337.7pp | 292.57%-277.1pp | 220.34%-204.9pp |
| Employer contribution / active EE | $1,482 | $2,788-46.8% | $2,649-44.0% | $4,156-64.3% |
| Participant deferral / active EE | $2,414 | $4,410-45.3% | $4,123-41.5% | $6,407-62.3% |
| Admin fee / account holder | $345 | $5,336-93.5% | $5,150-93.3% | $12,270-97.2% |