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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 | $36,418 | $102,595-64.5% | $94,057-61.3% | $154,746-76.5% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 15.10% | 583.42%-568.3pp | 480.62%-465.5pp | 172.34%-157.2pp |
| Employer contribution / active EE | $1,189 | $3,147-62.2% | $2,933-59.5% | $4,379-72.9% |
| Participant deferral / active EE | $2,221 | $5,118-56.6% | $4,709-52.8% | $6,730-67.0% |
| Admin fee / account holder | $1,501 | $7,736-80.6% | $7,244-79.3% | $14,365-89.6% |