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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 | $46,092 | $107,363-57.1% | $92,909-50.4% | $152,897-69.9% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.5%-32.5pp |
| Annual return | 18.25% | 145.63%-127.4pp | 109.44%-91.2pp | 345.43%-327.2pp |
| Employer contribution / active EE | $1,444 | $4,222-65.8% | $3,653-60.5% | $4,764-69.7% |
| Participant deferral / active EE | $2,181 | $4,848-55.0% | $4,238-48.5% | $5,851-62.7% |
| Admin fee / account holder | $3,161 | $7,082-55.4% | $5,795-45.5% | $11,599-72.7% |