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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 | $50,911 | $149,040-65.8% | $120,225-57.7% | $137,256-62.9% |
| Participation rate | 38.5% | 75.4%-37.0pp | 69.6%-31.1pp | 80.0%-41.5pp |
| Annual return | 17.84% | 605.68%-587.8pp | 439.23%-421.4pp | 220.34%-202.5pp |
| Employer contribution / active EE | $1,103 | $4,350-74.6% | $3,475-68.3% | $4,156-73.5% |
| Participant deferral / active EE | $3,385 | $4,655-27.3% | $3,999-15.4% | $6,407-47.2% |
| Admin fee / account holder | $853 | $6,348-86.6% | $5,696-85.0% | $12,270-93.0% |