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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 | $54,044 | $226,105-76.1% | $182,540-70.4% | $152,897-64.7% |
| Participation rate | 47.8% | 82.5%-34.6pp | 78.0%-30.2pp | 82.5%-34.6pp |
| Annual return | 23.80% | 192.58%-168.8pp | 148.58%-124.8pp | 345.43%-321.6pp |
| Employer contribution / active EE | $1,437 | $4,978-71.1% | $4,076-64.8% | $4,764-69.8% |
| Participant deferral / active EE | $2,883 | $6,370-54.7% | $5,525-47.8% | $5,851-50.7% |
| Admin fee / account holder | $4,819 | $10,706-55.0% | $8,593-43.9% | $11,599-58.5% |