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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 | $56,050 | $102,595-45.4% | $94,057-40.4% | $154,746-63.8% |
| Participation rate | 35.0% | 76.0%-41.0pp | 73.3%-38.3pp | 80.7%-45.7pp |
| Annual return | 21.93% | 583.42%-561.5pp | 480.62%-458.7pp | 172.34%-150.4pp |
| Employer contribution / active EE | $1,539 | $3,147-51.1% | $2,933-47.5% | $4,379-64.9% |
| Participant deferral / active EE | $2,541 | $5,118-50.4% | $4,709-46.1% | $6,730-62.3% |
| Admin fee / account holder | $3,920 | $7,736-49.3% | $7,244-45.9% | $14,365-72.7% |