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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 | $154,754-55.6% | $124,206-44.7% | $138,895-50.6% |
| Participation rate | 52.2% | 75.5%-23.3pp | 69.6%-17.4pp | 79.9%-27.7pp |
| Annual return | 11.14% | 709.28%-698.1pp | 515.27%-504.1pp | 145.39%-134.3pp |
| Employer contribution / active EE | $1,574 | $4,446-64.6% | $3,540-55.5% | $4,194-62.5% |
| Participant deferral / active EE | $3,308 | $4,621-28.4% | $3,968-16.6% | $6,396-48.3% |
| Admin fee / account holder | $3,963 | $6,690-40.8% | $5,929-33.1% | $12,562-68.4% |