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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 | $156,927-61.5% | $121,169-50.2% | $139,456-56.7% |
| Participation rate | 37.5% | 76.4%-38.9pp | 69.5%-32.0pp | 80.3%-42.8pp |
| Annual return | 23.09% | 1475.85%-1452.8pp | 986.71%-963.6pp | 373.45%-350.4pp |
| Employer contribution / active EE | $1,514 | $5,542-72.7% | $4,168-63.7% | $4,753-68.1% |
| Participant deferral / active EE | $2,548 | $4,848-47.4% | $4,083-37.6% | $6,711-62.0% |
| Admin fee / account holder | $544 | $6,946-92.2% | $5,645-90.4% | $11,407-95.2% |