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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 | $48,364 | $72,071-32.9% | $68,368-29.3% | $137,256-64.8% |
| Participation rate | 61.5% | 76.2%-14.7pp | 73.8%-12.2pp | 80.0%-18.4pp |
| Annual return | 17.51% | 353.14%-335.6pp | 292.57%-275.1pp | 220.34%-202.8pp |
| Employer contribution / active EE | $2,267 | $2,788-18.7% | $2,649-14.4% | $4,156-45.5% |
| Participant deferral / active EE | $3,170 | $4,410-28.1% | $4,123-23.1% | $6,407-50.5% |
| Admin fee / account holder | $375 | $5,336-93.0% | $5,150-92.7% | $12,270-96.9% |