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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 | $41,687 | $107,368-61.2% | $92,915-55.1% | $152,909-72.7% |
| Participation rate | 46.7% | 79.8%-33.1pp | 76.0%-29.3pp | 82.5%-35.8pp |
| Annual return | 30.49% | 145.64%-115.2pp | 109.45%-79.0pp | 345.46%-315.0pp |
| Employer contribution / active EE | $1,359 | $4,222-67.8% | $3,653-62.8% | $4,764-71.5% |
| Participant deferral / active EE | $2,568 | $4,848-47.0% | $4,238-39.4% | $5,851-56.1% |
| Admin fee / account holder | $346 | $7,082-95.1% | $5,796-94.0% | $11,601-97.0% |