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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 | $50,052 | $107,363-53.4% | $92,909-46.1% | $152,897-67.3% |
| Participation rate | 35.3% | 79.8%-44.5pp | 76.0%-40.7pp | 82.5%-47.2pp |
| Annual return | 18.39% | 145.63%-127.2pp | 109.44%-91.0pp | 345.43%-327.0pp |
| Employer contribution / active EE | $770 | $4,222-81.8% | $3,653-78.9% | $4,764-83.8% |
| Participant deferral / active EE | $2,148 | $4,848-55.7% | $4,238-49.3% | $5,851-63.3% |
| Admin fee / account holder | $459 | $7,082-93.5% | $5,795-92.1% | $11,599-96.0% |