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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 | $37,518 | $112,121-66.5% | $95,960-60.9% | $158,966-76.4% |
| Participation rate | 60.0% | 79.0%-19.0pp | 77.1%-17.1pp | 82.0%-22.0pp |
| Annual return | 17.75% | 171.16%-153.4pp | 91.63%-73.9pp | 302.95%-285.2pp |
| Employer contribution / active EE | $1,426 | $3,199-55.4% | $2,541-43.9% | $4,762-70.1% |
| Participant deferral / active EE | $1,527 | $4,784-68.1% | $4,167-63.3% | $5,983-74.5% |
| Admin fee / account holder | $1,149 | $10,135-88.7% | $6,797-83.1% | $11,250-89.8% |