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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 | $42,064 | $90,530-53.5% | $76,030-44.7% | $145,897-71.2% |
| Participation rate | 57.1% | 74.4%-17.3pp | 69.1%-11.9pp | 80.3%-23.2pp |
| Annual return | 14.04% | 625.08%-611.0pp | 361.54%-347.5pp | 552.29%-538.3pp |
| Employer contribution / active EE | $755 | $3,319-77.2% | $2,688-71.9% | $4,663-83.8% |
| Participant deferral / active EE | $1,732 | $5,164-66.5% | $4,257-59.3% | $6,689-74.1% |
| Admin fee / account holder | $309 | $8,383-96.3% | $6,421-95.2% | $13,390-97.7% |