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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 | $41,614 | $68,398-39.2% | $94,664-56.0% | $75,173-44.6% |
| Participation rate | 61.9% | 76.1%-14.2pp | 80.8%-18.9pp | 67.2%-5.3pp |
| Annual return | 15.84% | 616.72%-600.9pp | 156.84%-141.0pp | 160.72%-144.9pp |
| Employer contribution / active EE | $1,545 | $2,701-42.8% | $3,673-57.9% | $2,671-42.2% |
| Participant deferral / active EE | $3,693 | $6,537-43.5% | $7,417-50.2% | $4,126-10.5% |
| Admin fee / account holder | $7,227 | $5,324+35.7% | $7,222+0.1% | $5,651+27.9% |