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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 | $48,264 | $162,529-70.3% | $130,788-63.1% | $154,746-68.8% |
| Participation rate | 60.0% | 75.9%-15.9pp | 70.1%-10.1pp | 80.7%-20.7pp |
| Annual return | 16.27% | 510.48%-494.2pp | 386.44%-370.2pp | 172.34%-156.1pp |
| Employer contribution / active EE | $1,017 | $4,447-77.1% | $3,558-71.4% | $4,379-76.8% |
| Participant deferral / active EE | $1,310 | $4,808-72.8% | $4,137-68.3% | $6,730-80.5% |
| Admin fee / account holder | $1,765 | $7,669-77.0% | $6,673-73.6% | $14,365-87.7% |