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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 | $31,970 | $102,595-68.8% | $94,057-66.0% | $154,746-79.3% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 21.99% | 583.42%-561.4pp | 480.62%-458.6pp | 172.34%-150.3pp |
| Employer contribution / active EE | $1,625 | $3,147-48.4% | $2,933-44.6% | $4,379-62.9% |
| Participant deferral / active EE | $4,245 | $5,118-17.1% | $4,709-9.9% | $6,730-36.9% |
| Admin fee / account holder | $1,230 | $7,736-84.1% | $7,244-83.0% | $14,365-91.4% |