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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 | $90,614-38.3% | $76,089-26.5% | $145,877-61.7% |
| Participation rate | 26.1% | 74.5%-48.4pp | 69.1%-43.0pp | 80.3%-54.2pp |
| Annual return | 17.11% | 623.80%-606.7pp | 360.94%-343.8pp | 551.28%-534.2pp |
| Employer contribution / active EE | $1,021 | $3,324-69.3% | $2,690-62.1% | $4,663-78.1% |
| Participant deferral / active EE | $2,637 | $5,168-49.0% | $4,259-38.1% | $6,691-60.6% |
| Admin fee / account holder | $2,309 | $8,376-72.4% | $6,418-64.0% | $13,402-82.8% |