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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 | $35,340 | $107,363-67.1% | $92,909-62.0% | $152,897-76.9% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.5%-32.5pp |
| Annual return | 24.69% | 145.63%-120.9pp | 109.44%-84.8pp | 345.43%-320.7pp |
| Employer contribution / active EE | $1,023 | $4,222-75.8% | $3,653-72.0% | $4,764-78.5% |
| Participant deferral / active EE | $2,526 | $4,848-47.9% | $4,238-40.4% | $5,851-56.8% |
| Admin fee / account holder | $4,510 | $7,082-36.3% | $5,795-22.2% | $11,599-61.1% |