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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 | $54,558-42.1% | $76,051-58.5% | $74,400-57.6% |
| Participation rate | 25.3% | 60.3%-35.0pp | 69.1%-43.8pp | 67.2%-41.9pp |
| Annual return | 14.81% | 31.83%-17.0pp | 360.42%-345.6pp | 1367.51%-1352.7pp |
| Employer contribution / active EE | $969 | $1,778-45.5% | $2,690-64.0% | $2,624-63.1% |
| Participant deferral / active EE | $1,660 | $3,065-45.8% | $4,257-61.0% | $4,348-61.8% |
| Admin fee / account holder | $1,657 | $2,232-25.8% | $6,416-74.2% | $1,944-14.8% |