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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 | $49,966 | $55,446-9.9% | $155,574-67.9% | $74,429-32.9% |
| Participation rate | 30.4% | 61.9%-31.5pp | 78.2%-47.8pp | 67.2%-36.8pp |
| Annual return | 12.48% | 269.20%-256.7pp | 64.87%-52.4pp | 1368.38%-1355.9pp |
| Employer contribution / active EE | $1,092 | $2,266-51.8% | $4,676-76.7% | $2,625-58.4% |
| Participant deferral / active EE | $2,517 | $2,836-11.2% | $5,629-55.3% | $4,348-42.1% |
| Admin fee / account holder | $2,550 | $1,743+46.3% | $15,914-84.0% | $1,944+31.2% |