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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 | $39,773 | $72,071-44.8% | $68,368-41.8% | $137,256-71.0% |
| Participation rate | 57.1% | 76.2%-19.1pp | 73.8%-16.6pp | 80.0%-22.8pp |
| Annual return | 18.50% | 353.14%-334.6pp | 292.57%-274.1pp | 220.34%-201.8pp |
| Employer contribution / active EE | $2,141 | $2,788-23.2% | $2,649-19.2% | $4,156-48.5% |
| Participant deferral / active EE | $4,254 | $4,410-3.5% | $4,123+3.2% | $6,407-33.6% |
| Admin fee / account holder | $657 | $5,336-87.7% | $5,150-87.3% | $12,270-94.6% |