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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 | $54,719 | $149,040-63.3% | $120,225-54.5% | $137,256-60.1% |
| Participation rate | 28.6% | 75.4%-46.8pp | 69.6%-41.0pp | 80.0%-51.4pp |
| Annual return | 12.71% | 605.68%-593.0pp | 439.23%-426.5pp | 220.34%-207.6pp |
| Employer contribution / active EE | $1,121 | $4,350-74.2% | $3,475-67.8% | $4,156-73.0% |
| Participant deferral / active EE | $4,152 | $4,655-10.8% | $3,999+3.8% | $6,407-35.2% |
| Admin fee / account holder | $1,373 | $6,348-78.4% | $5,696-75.9% | $12,270-88.8% |