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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 | $110,039-64.6% | $97,260-60.0% | $145,884-73.3% |
| Participation rate | 50.0% | 75.9%-25.9pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 16.56% | 244.44%-227.9pp | 75.54%-59.0pp | 551.85%-535.3pp |
| Employer contribution / active EE | $1,235 | $3,074-59.8% | $2,721-54.6% | $4,662-73.5% |
| Participant deferral / active EE | $2,517 | $4,674-46.2% | $4,262-40.9% | $6,690-62.4% |
| Admin fee / account holder | $3,717 | $6,204-40.1% | $5,640-34.1% | $13,392-72.2% |