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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 | $72,071-16.6% | $68,368-12.1% | $137,256-56.2% |
| Participation rate | 47.6% | 76.2%-28.6pp | 73.8%-26.1pp | 80.0%-32.3pp |
| Annual return | 19.96% | 353.14%-333.2pp | 292.57%-272.6pp | 220.34%-200.4pp |
| Employer contribution / active EE | $1,425 | $2,788-48.9% | $2,649-46.2% | $4,156-65.7% |
| Participant deferral / active EE | $4,004 | $4,410-9.2% | $4,123-2.9% | $6,407-37.5% |
| Admin fee / account holder | $5,150 | $5,336-3.5% | $5,1500% | $12,270-58.0% |