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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 | $60,124 | $102,595-41.4% | $94,057-36.1% | $154,746-61.1% |
| Participation rate | 47.6% | 76.0%-28.4pp | 73.3%-25.7pp | 80.7%-33.1pp |
| Annual return | 19.96% | 583.42%-563.5pp | 480.62%-460.7pp | 172.34%-152.4pp |
| Employer contribution / active EE | $1,425 | $3,147-54.7% | $2,933-51.4% | $4,379-67.5% |
| Participant deferral / active EE | $4,004 | $5,118-21.8% | $4,709-15.0% | $6,730-40.5% |
| Admin fee / account holder | $5,150 | $7,736-33.4% | $7,244-28.9% | $14,365-64.2% |