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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 | $56,701 | $96,388-41.2% | $80,627-29.7% | $139,466-59.3% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 20.22% | 1352.08%-1331.9pp | 936.76%-916.5pp | 373.66%-353.4pp |
| Employer contribution / active EE | $1,314 | $3,260-59.7% | $2,723-51.7% | $4,754-72.4% |
| Participant deferral / active EE | $1,329 | $5,224-74.6% | $4,443-70.1% | $6,712-80.2% |
| Admin fee / account holder | $952 | $6,603-85.6% | $5,381-82.3% | $11,409-91.7% |