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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 | $109,967-64.6% | $97,197-59.9% | $145,877-73.3% |
| Participation rate | 50.0% | 76.0%-26.0pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 16.56% | 244.27%-227.7pp | 75.47%-58.9pp | 551.28%-534.7pp |
| Employer contribution / active EE | $1,235 | $3,077-59.9% | $2,723-54.7% | $4,663-73.5% |
| Participant deferral / active EE | $2,517 | $4,676-46.2% | $4,263-41.0% | $6,691-62.4% |
| Admin fee / account holder | $3,717 | $6,199-40.0% | $5,637-34.1% | $13,402-72.3% |