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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 | $38,931 | $110,093-64.6% | $97,295-60.0% | $145,897-73.3% |
| Participation rate | 50.0% | 75.9%-25.9pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 16.56% | 244.76%-228.2pp | 75.62%-59.1pp | 552.29%-535.7pp |
| Employer contribution / active EE | $1,235 | $3,077-59.9% | $2,723-54.7% | $4,663-73.5% |
| Participant deferral / active EE | $2,517 | $4,678-46.2% | $4,264-41.0% | $6,689-62.4% |
| Admin fee / account holder | $3,717 | $6,212-40.2% | $5,646-34.2% | $13,390-72.2% |