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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 | $41,794 | $70,366-40.6% | $66,674-37.3% | $138,895-69.9% |
| Participation rate | 59.1% | 76.2%-17.1pp | 73.7%-14.6pp | 79.9%-20.8pp |
| Annual return | 13.72% | 386.41%-372.7pp | 321.24%-307.5pp | 145.39%-131.7pp |
| Employer contribution / active EE | $1,064 | $2,765-61.5% | $2,620-59.4% | $4,194-74.6% |
| Participant deferral / active EE | $2,089 | $4,374-52.2% | $4,084-48.9% | $6,396-67.3% |
| Admin fee / account holder | $851 | $5,262-83.8% | $5,098-83.3% | $12,562-93.2% |