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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 | $49,074 | $121,656-59.7% | $104,614-53.1% | $158,950-69.1% |
| Participation rate | 40.0% | 77.5%-37.5pp | 74.1%-34.1pp | 82.0%-42.0pp |
| Annual return | 14.54% | 465.51%-451.0pp | 340.56%-326.0pp | 302.91%-288.4pp |
| Employer contribution / active EE | $1,185 | $3,164-62.5% | $2,681-55.8% | $4,762-75.1% |
| Participant deferral / active EE | $2,401 | $4,177-42.5% | $3,739-35.8% | $5,983-59.9% |
| Admin fee / account holder | $497 | $7,775-93.6% | $6,464-92.3% | $11,248-95.6% |