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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 | $49,239 | $88,815-44.6% | $81,882-39.9% | $145,897-66.3% |
| Participation rate | 69.2% | 75.1%-5.8pp | 72.4%-3.2pp | 80.3%-11.1pp |
| Annual return | 11.88% | 1033.75%-1021.9pp | 779.47%-767.6pp | 552.29%-540.4pp |
| Employer contribution / active EE | $1,159 | $3,086-62.5% | $2,916-60.3% | $4,663-75.1% |
| Participant deferral / active EE | $1,244 | $4,647-73.2% | $4,323-71.2% | $6,689-81.4% |
| Admin fee / account holder | $559 | $8,434-93.4% | $7,360-92.4% | $13,390-95.8% |