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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 | $72,071-46.8% | $68,368-43.9% | $137,256-72.1% |
| Participation rate | 57.1% | 76.2%-19.1pp | 73.8%-16.6pp | 80.0%-22.8pp |
| Annual return | 19.58% | 353.14%-333.6pp | 292.57%-273.0pp | 220.34%-200.8pp |
| Employer contribution / active EE | $1,252 | $2,788-55.1% | $2,649-52.7% | $4,156-69.9% |
| Participant deferral / active EE | $3,382 | $4,410-23.3% | $4,123-18.0% | $6,407-47.2% |
| Admin fee / account holder | $513 | $5,336-90.4% | $5,150-90.0% | $12,270-95.8% |