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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 | $28,379 | $90,614-68.7% | $76,089-62.7% | $145,877-80.5% |
| Participation rate | 45.5% | 74.5%-29.0pp | 69.1%-23.6pp | 80.3%-34.8pp |
| Annual return | 35.22% | 623.80%-588.6pp | 360.94%-325.7pp | 551.28%-516.1pp |
| Employer contribution / active EE | $1,079 | $3,324-67.5% | $2,690-59.9% | $4,663-76.9% |
| Participant deferral / active EE | $3,188 | $5,168-38.3% | $4,259-25.1% | $6,691-52.3% |
| Admin fee / account holder | $1,669 | $8,376-80.1% | $6,418-74.0% | $13,402-87.5% |