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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 | $30,275 | $72,071-58.0% | $68,368-55.7% | $137,256-77.9% |
| Participation rate | 54.5% | 76.2%-21.7pp | 73.8%-19.2pp | 80.0%-25.4pp |
| Annual return | 19.36% | 353.14%-333.8pp | 292.57%-273.2pp | 220.34%-201.0pp |
| Employer contribution / active EE | $1,185 | $2,788-57.5% | $2,649-55.3% | $4,156-71.5% |
| Participant deferral / active EE | $3,359 | $4,410-23.8% | $4,123-18.5% | $6,407-47.6% |
| Admin fee / account holder | $322 | $5,336-94.0% | $5,150-93.8% | $12,270-97.4% |