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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 | $52,503 | $102,595-48.8% | $94,057-44.2% | $154,746-66.1% |
| Participation rate | 42.9% | 76.0%-33.1pp | 73.3%-30.5pp | 80.7%-37.8pp |
| Annual return | 14.32% | 583.42%-569.1pp | 480.62%-466.3pp | 172.34%-158.0pp |
| Employer contribution / active EE | $1,149 | $3,147-63.5% | $2,933-60.8% | $4,379-73.8% |
| Participant deferral / active EE | $2,903 | $5,118-43.3% | $4,709-38.4% | $6,730-56.9% |
| Admin fee / account holder | $9,555 | $7,736+23.5% | $7,244+31.9% | $14,365-33.5% |