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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 | $60,382 | $156,963-61.5% | $121,204-50.2% | $139,466-56.7% |
| Participation rate | 37.5% | 76.5%-39.0pp | 69.5%-32.0pp | 80.3%-42.8pp |
| Annual return | 23.09% | 1476.75%-1453.7pp | 987.18%-964.1pp | 373.66%-350.6pp |
| Employer contribution / active EE | $1,514 | $5,544-72.7% | $4,170-63.7% | $4,754-68.1% |
| Participant deferral / active EE | $2,548 | $4,848-47.4% | $4,083-37.6% | $6,712-62.0% |
| Admin fee / account holder | $544 | $6,953-92.2% | $5,651-90.4% | $11,409-95.2% |