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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 | $31,563 | $54,674-42.3% | $76,089-58.5% | $74,429-57.6% |
| Participation rate | 25.3% | 60.3%-35.0pp | 69.1%-43.8pp | 67.2%-41.9pp |
| Annual return | 14.81% | 31.89%-17.1pp | 360.94%-346.1pp | 1368.38%-1353.6pp |
| Employer contribution / active EE | $969 | $1,781-45.6% | $2,690-64.0% | $2,625-63.1% |
| Participant deferral / active EE | $1,660 | $3,071-45.9% | $4,259-61.0% | $4,348-61.8% |
| Admin fee / account holder | $1,657 | $2,238-26.0% | $6,418-74.2% | $1,944-14.8% |