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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 | $53,993 | $157,296-65.7% | $141,191-61.8% | $152,897-64.7% |
| Participation rate | 30.8% | 84.8%-54.1pp | 82.5%-51.7pp | 82.5%-51.7pp |
| Annual return | 37.45% | 64.34%-26.9pp | 71.41%-34.0pp | 345.43%-308.0pp |
| Employer contribution / active EE | $1,490 | $5,262-71.7% | $4,736-68.5% | $4,764-68.7% |
| Participant deferral / active EE | $3,933 | $7,111-44.7% | $6,710-41.4% | $5,851-32.8% |
| Admin fee / account holder | $3,389 | $12,125-72.0% | $10,264-67.0% | $11,599-70.8% |