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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 | $77,292 | $88,996-13.2% | $78,004-0.9% | $138,895-44.4% |
| Participation rate | 40.0% | 74.4%-34.4pp | 69.4%-29.4pp | 79.9%-39.9pp |
| Annual return | 352.91% | 28.03%+324.9pp | 31.07%+321.8pp | 145.39%+207.5pp |
| Employer contribution / active EE | $1,040 | $2,917-64.3% | $2,469-57.9% | $4,194-75.2% |
| Participant deferral / active EE | $1,942 | $4,724-58.9% | $4,092-52.5% | $6,396-69.6% |
| Admin fee / account holder | $13,543 | $8,807+53.8% | $7,578+78.7% | $12,562+7.8% |