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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 | $30,392 | $112,131-72.9% | $95,964-68.3% | $158,982-80.9% |
| Participation rate | 55.0% | 79.0%-24.0pp | 77.1%-22.1pp | 82.0%-27.0pp |
| Annual return | 23.46% | 171.19%-147.7pp | 91.64%-68.2pp | 302.99%-279.5pp |
| Employer contribution / active EE | $1,073 | $3,199-66.5% | $2,541-57.8% | $4,763-77.5% |
| Participant deferral / active EE | $2,444 | $4,784-48.9% | $4,167-41.3% | $5,983-59.2% |
| Admin fee / account holder | $1,939 | $10,136-80.9% | $6,797-71.5% | $11,252-82.8% |