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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 | $48,769 | $72,071-32.3% | $68,368-28.7% | $137,256-64.5% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.8%-11.3pp | 80.0%-17.5pp |
| Annual return | 18.47% | 353.14%-334.7pp | 292.57%-274.1pp | 220.34%-201.9pp |
| Employer contribution / active EE | $1,802 | $2,788-35.4% | $2,649-32.0% | $4,156-56.6% |
| Participant deferral / active EE | $4,004 | $4,410-9.2% | $4,123-2.9% | $6,407-37.5% |
| Admin fee / account holder | $3,383 | $5,336-36.6% | $5,150-34.3% | $12,270-72.4% |