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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 | $60,398 | $85,766-29.6% | $136,297-55.7% | $70,124-13.9% |
| Participation rate | 51.6% | 74.2%-22.5pp | 81.9%-30.3pp | 69.5%-17.9pp |
| Annual return | 25.60% | 31.45%-5.9pp | 5156.19%-5130.6pp | 73.14%-47.5pp |
| Employer contribution / active EE | $1,409 | $2,966-52.5% | $4,696-70.0% | $2,342-39.8% |
| Participant deferral / active EE | $2,933 | $5,051-41.9% | $6,247-53.1% | $3,332-12.0% |
| Admin fee / account holder | $4,496 | $5,420-17.0% | $9,244-51.4% | $4,645-3.2% |