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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 | $88,754-44.5% | $81,820-39.8% | $145,877-66.2% |
| Participation rate | 69.2% | 75.1%-5.8pp | 72.4%-3.2pp | 80.3%-11.1pp |
| Annual return | 11.88% | 1031.77%-1019.9pp | 777.93%-766.1pp | 551.28%-539.4pp |
| Employer contribution / active EE | $1,159 | $3,085-62.4% | $2,915-60.3% | $4,663-75.2% |
| Participant deferral / active EE | $1,244 | $4,648-73.2% | $4,323-71.2% | $6,691-81.4% |
| Admin fee / account holder | $559 | $8,424-93.4% | $7,391-92.4% | $13,402-95.8% |