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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 | $29,928 | $89,225-66.5% | $136,072-78.0% | $74,459-59.8% |
| Participation rate | 59.1% | 69.4%-10.3pp | 76.4%-17.3pp | 67.2%-8.1pp |
| Annual return | 17.76% | 22.76%-5.0pp | 580.46%-562.7pp | 1369.70%-1351.9pp |
| Employer contribution / active EE | $1,521 | $2,816-46.0% | $4,216-63.9% | $2,626-42.1% |
| Participant deferral / active EE | $4,840 | $4,597+5.3% | $7,028-31.1% | $4,350+11.3% |
| Admin fee / account holder | $1,592 | $1,545+3.0% | $6,718-76.3% | $1,945-18.1% |