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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 | $42,054 | $72,071-41.6% | $68,368-38.5% | $137,256-69.4% |
| Participation rate | 46.7% | 76.2%-29.6pp | 73.8%-27.1pp | 80.0%-33.3pp |
| Annual return | 24.34% | 353.14%-328.8pp | 292.57%-268.2pp | 220.34%-196.0pp |
| Employer contribution / active EE | $1,733 | $2,788-37.8% | $2,649-34.6% | $4,156-58.3% |
| Participant deferral / active EE | $6,048 | $4,410+37.1% | $4,123+46.7% | $6,407-5.6% |
| Admin fee / account holder | $549 | $5,336-89.7% | $5,150-89.3% | $12,270-95.5% |