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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 | $48,431 | $149,040-67.5% | $120,225-59.7% | $137,256-64.7% |
| Participation rate | 68.8% | 75.4%-6.7pp | 69.6%-0.8pp | 80.0%-11.2pp |
| Annual return | 12.90% | 605.68%-592.8pp | 439.23%-426.3pp | 220.34%-207.4pp |
| Employer contribution / active EE | $1,818 | $4,350-58.2% | $3,475-47.7% | $4,156-56.2% |
| Participant deferral / active EE | $1,818 | $4,655-60.9% | $3,999-54.5% | $6,407-71.6% |
| Admin fee / account holder | $4,777 | $6,348-24.7% | $5,696-16.1% | $12,270-61.1% |