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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 | $40,922 | $115,814-64.7% | $101,275-59.6% | $158,982-74.3% |
| Participation rate | 68.4% | 79.4%-10.9pp | 75.8%-7.4pp | 82.0%-13.5pp |
| Annual return | 18.04% | 56.16%-38.1pp | 46.48%-28.4pp | 302.99%-284.9pp |
| Employer contribution / active EE | $1,833 | $4,176-56.1% | $3,660-49.9% | $4,763-61.5% |
| Participant deferral / active EE | $4,572 | $4,958-7.8% | $4,371+4.6% | $5,983-23.6% |
| Admin fee / account holder | $1,677 | $7,249-76.9% | $5,948-71.8% | $11,252-85.1% |