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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 | $50,476 | $110,039-54.1% | $97,260-48.1% | $145,884-65.4% |
| Participation rate | 38.5% | 75.9%-37.5pp | 72.7%-34.2pp | 80.3%-41.8pp |
| Annual return | 12.71% | 244.44%-231.7pp | 75.54%-62.8pp | 551.85%-539.1pp |
| Employer contribution / active EE | $1,545 | $3,074-49.7% | $2,721-43.2% | $4,662-66.9% |
| Participant deferral / active EE | $3,255 | $4,674-30.4% | $4,262-23.6% | $6,690-51.3% |
| Admin fee / account holder | $479 | $6,204-92.3% | $5,640-91.5% | $13,392-96.4% |