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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 | $52,186 | $72,071-27.6% | $68,368-23.7% | $137,256-62.0% |
| Participation rate | 45.8% | 76.2%-30.4pp | 73.8%-27.9pp | 80.0%-34.1pp |
| Annual return | 18.81% | 353.14%-334.3pp | 292.57%-273.8pp | 220.34%-201.5pp |
| Employer contribution / active EE | $858 | $2,788-69.2% | $2,649-67.6% | $4,156-79.4% |
| Participant deferral / active EE | $3,485 | $4,410-21.0% | $4,123-15.5% | $6,407-45.6% |
| Admin fee / account holder | $916 | $5,336-82.8% | $5,150-82.2% | $12,270-92.5% |