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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 | $52,157 | $72,071-27.6% | $68,368-23.7% | $137,256-62.0% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.0%-20.0pp |
| Annual return | 17.51% | 353.14%-335.6pp | 292.57%-275.1pp | 220.34%-202.8pp |
| Employer contribution / active EE | $1,554 | $2,788-44.2% | $2,649-41.3% | $4,156-62.6% |
| Participant deferral / active EE | $3,621 | $4,410-17.9% | $4,123-12.2% | $6,407-43.5% |
| Admin fee / account holder | $2,617 | $5,336-51.0% | $5,150-49.2% | $12,270-78.7% |