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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 | $55,902 | $90,530-38.3% | $76,030-26.5% | $145,897-61.7% |
| Participation rate | 26.1% | 74.4%-48.4pp | 69.1%-43.0pp | 80.3%-54.2pp |
| Annual return | 17.11% | 625.08%-608.0pp | 361.54%-344.4pp | 552.29%-535.2pp |
| Employer contribution / active EE | $1,021 | $3,319-69.3% | $2,688-62.0% | $4,663-78.1% |
| Participant deferral / active EE | $2,637 | $5,164-48.9% | $4,257-38.1% | $6,689-60.6% |
| Admin fee / account holder | $2,309 | $8,383-72.5% | $6,421-64.0% | $13,390-82.8% |