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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 | $31,010 | $70,366-55.9% | $66,674-53.5% | $138,895-77.7% |
| Participation rate | 41.7% | 76.2%-34.5pp | 73.7%-32.0pp | 79.9%-38.3pp |
| Annual return | 16.10% | 386.41%-370.3pp | 321.24%-305.1pp | 145.39%-129.3pp |
| Employer contribution / active EE | $892 | $2,765-67.8% | $2,620-66.0% | $4,194-78.7% |
| Participant deferral / active EE | $3,562 | $4,374-18.6% | $4,084-12.8% | $6,396-44.3% |
| Admin fee / account holder | $1,196 | $5,262-77.3% | $5,098-76.5% | $12,562-90.5% |