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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 | $38,336 | $102,595-62.6% | $94,057-59.2% | $154,746-75.2% |
| Participation rate | 57.1% | 76.0%-18.9pp | 73.3%-16.2pp | 80.7%-23.6pp |
| Annual return | 19.58% | 583.42%-563.8pp | 480.62%-461.0pp | 172.34%-152.8pp |
| Employer contribution / active EE | $1,252 | $3,147-60.2% | $2,933-57.3% | $4,379-71.4% |
| Participant deferral / active EE | $3,382 | $5,118-33.9% | $4,709-28.2% | $6,730-49.8% |
| Admin fee / account holder | $513 | $7,736-93.4% | $7,244-92.9% | $14,365-96.4% |