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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 | $39,612 | $72,071-45.0% | $68,368-42.1% | $137,256-71.1% |
| Participation rate | 46.2% | 76.2%-30.1pp | 73.8%-27.6pp | 80.0%-33.8pp |
| Annual return | 22.44% | 353.14%-330.7pp | 292.57%-270.1pp | 220.34%-197.9pp |
| Employer contribution / active EE | $985 | $2,788-64.7% | $2,649-62.8% | $4,156-76.3% |
| Participant deferral / active EE | $3,567 | $4,410-19.1% | $4,123-13.5% | $6,407-44.3% |
| Admin fee / account holder | $794 | $5,336-85.1% | $5,150-84.6% | $12,270-93.5% |