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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 | $53,375 | $107,363-50.3% | $92,909-42.6% | $152,897-65.1% |
| Participation rate | 31.3% | 79.8%-48.5pp | 76.0%-44.8pp | 82.5%-51.2pp |
| Annual return | 24.33% | 145.63%-121.3pp | 109.44%-85.1pp | 345.43%-321.1pp |
| Employer contribution / active EE | $1,980 | $4,222-53.1% | $3,653-45.8% | $4,764-58.4% |
| Participant deferral / active EE | $3,798 | $4,848-21.7% | $4,238-10.4% | $5,851-35.1% |
| Admin fee / account holder | $1,370 | $7,082-80.7% | $5,795-76.4% | $11,599-88.2% |