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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 | $64,700 | $102,595-36.9% | $94,057-31.2% | $154,746-58.2% |
| Participation rate | 52.6% | 76.0%-23.4pp | 73.3%-20.7pp | 80.7%-28.1pp |
| Annual return | 19.72% | 583.42%-563.7pp | 480.62%-460.9pp | 172.34%-152.6pp |
| Employer contribution / active EE | $1,237 | $3,147-60.7% | $2,933-57.8% | $4,379-71.7% |
| Participant deferral / active EE | $2,610 | $5,118-49.0% | $4,709-44.6% | $6,730-61.2% |
| Admin fee / account holder | $899 | $7,736-88.4% | $7,244-87.6% | $14,365-93.7% |