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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 | $43,358 | $107,368-59.6% | $92,915-53.3% | $152,909-71.6% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.5%-32.5pp |
| Annual return | 34.00% | 145.64%-111.6pp | 109.45%-75.4pp | 345.46%-311.5pp |
| Employer contribution / active EE | $1,625 | $4,222-61.5% | $3,653-55.5% | $4,764-65.9% |
| Participant deferral / active EE | $2,644 | $4,848-45.5% | $4,238-37.6% | $5,851-54.8% |
| Admin fee / account holder | $617 | $7,082-91.3% | $5,796-89.4% | $11,601-94.7% |