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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 | $49,050 | $57,305-14.4% | $86,640-43.4% | $75,173-34.8% |
| Participation rate | 62.2% | 63.2%-1.0pp | 71.7%-9.5pp | 67.2%-5.0pp |
| Annual return | 18.13% | 2674.24%-2656.1pp | 592.52%-574.4pp | 160.72%-142.6pp |
| Employer contribution / active EE | $978 | $2,316-57.8% | $3,024-67.7% | $2,671-63.4% |
| Participant deferral / active EE | $2,243 | $3,320-32.4% | $4,438-49.5% | $4,126-45.6% |
| Admin fee / account holder | $2,331 | $4,116-43.4% | $5,616-58.5% | $5,651-58.7% |