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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 | $149,040-53.9% | $120,225-42.9% | $137,256-50.0% |
| Participation rate | 52.2% | 75.4%-23.2pp | 69.6%-17.4pp | 80.0%-27.8pp |
| Annual return | 11.14% | 605.68%-594.5pp | 439.23%-428.1pp | 220.34%-209.2pp |
| Employer contribution / active EE | $1,574 | $4,350-63.8% | $3,475-54.7% | $4,156-62.1% |
| Participant deferral / active EE | $3,308 | $4,655-28.9% | $3,999-17.3% | $6,407-48.4% |
| Admin fee / account holder | $3,963 | $6,348-37.6% | $5,696-30.4% | $12,270-67.7% |