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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 | $40,040 | $90,691-55.9% | $76,119-47.4% | $145,884-72.6% |
| Participation rate | 62.5% | 74.5%-12.0pp | 69.1%-6.6pp | 80.3%-17.8pp |
| Annual return | 9.41% | 624.52%-615.1pp | 361.25%-351.8pp | 551.85%-542.4pp |
| Employer contribution / active EE | $1,597 | $3,329-52.0% | $2,693-40.7% | $4,662-65.7% |
| Participant deferral / active EE | $2,902 | $5,167-43.8% | $4,259-31.9% | $6,690-56.6% |
| Admin fee / account holder | $2,643 | $8,383-68.5% | $6,421-58.8% | $13,392-80.3% |