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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 | $40,200 | $72,071-44.2% | $68,368-41.2% | $137,256-70.7% |
| Participation rate | 41.7% | 76.2%-34.6pp | 73.8%-32.1pp | 80.0%-38.3pp |
| Annual return | 16.64% | 353.14%-336.5pp | 292.57%-275.9pp | 220.34%-203.7pp |
| Employer contribution / active EE | $378 | $2,788-86.4% | $2,649-85.7% | $4,156-90.9% |
| Participant deferral / active EE | $3,014 | $4,410-31.6% | $4,123-26.9% | $6,407-53.0% |
| Admin fee / account holder | $413 | $5,336-92.3% | $5,150-92.0% | $12,270-96.6% |