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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 | $49,331 | $118,708-58.4% | $98,920-50.1% | $158,982-69.0% |
| Participation rate | 62.5% | 77.8%-15.3pp | 76.0%-13.5pp | 82.0%-19.5pp |
| Annual return | 20.68% | 372.49%-351.8pp | 196.47%-175.8pp | 302.99%-282.3pp |
| Employer contribution / active EE | $1,696 | $3,334-49.1% | $2,689-36.9% | $4,763-64.4% |
| Participant deferral / active EE | $2,305 | $5,089-54.7% | $4,245-45.7% | $5,983-61.5% |
| Admin fee / account holder | $420 | $10,134-95.9% | $6,643-93.7% | $11,252-96.3% |