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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 | $36,081 | $108,695-66.8% | $74,722-51.7% | $152,897-76.4% |
| Participation rate | 45.0% | 65.4%-20.4pp | 54.5%-9.5pp | 82.5%-37.5pp |
| Annual return | 27.49% | 114.11%-86.6pp | 753.11%-725.6pp | 345.43%-317.9pp |
| Employer contribution / active EE | $1,120 | $1,504-25.5% | $1,084+3.3% | $4,764-76.5% |
| Participant deferral / active EE | $1,570 | $2,712-42.1% | $1,963-20.0% | $5,851-73.2% |
| Admin fee / account holder | $683 | $4,906-86.1% | $3,335-79.5% | $11,599-94.1% |