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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 | $50,681 | $129,737-60.9% | $119,126-57.5% | $154,746-67.2% |
| Participation rate | 29.2% | 78.9%-49.7pp | 75.8%-46.6pp | 80.7%-51.5pp |
| Annual return | 10.70% | 379.08%-368.4pp | 282.11%-271.4pp | 172.34%-161.6pp |
| Employer contribution / active EE | $1,204 | $4,375-72.5% | $4,034-70.1% | $4,379-72.5% |
| Participant deferral / active EE | $2,519 | $5,842-56.9% | $5,318-52.6% | $6,730-62.6% |
| Admin fee / account holder | $3,745 | $11,961-68.7% | $10,693-65.0% | $14,365-73.9% |