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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 | $53,786 | $107,368-49.9% | $92,915-42.1% | $152,909-64.8% |
| Participation rate | 33.3% | 79.8%-46.5pp | 76.0%-42.7pp | 82.5%-49.1pp |
| Annual return | 22.94% | 145.64%-122.7pp | 109.45%-86.5pp | 345.46%-322.5pp |
| Employer contribution / active EE | $1,559 | $4,222-63.1% | $3,653-57.3% | $4,764-67.3% |
| Participant deferral / active EE | $2,628 | $4,848-45.8% | $4,238-38.0% | $5,851-55.1% |
| Admin fee / account holder | $2,721 | $7,082-61.6% | $5,796-53.0% | $11,601-76.5% |