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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 | $68,641 | $167,030-58.9% | $135,768-49.4% | $155,188-55.8% |
| Participation rate | 52.2% | 76.2%-24.0pp | 71.1%-18.9pp | 80.8%-28.6pp |
| Annual return | 11.14% | 678.39%-667.3pp | 526.10%-515.0pp | 148.84%-137.7pp |
| Employer contribution / active EE | $1,574 | $4,132-61.9% | $3,394-53.6% | $4,248-62.9% |
| Participant deferral / active EE | $3,308 | $4,528-26.9% | $3,977-16.8% | $6,531-49.4% |
| Admin fee / account holder | $3,963 | $8,172-51.5% | $7,048-43.8% | $14,480-72.6% |