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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 | $102,595-61.2% | $94,057-57.7% | $154,746-74.3% |
| Participation rate | 57.1% | 76.0%-18.9pp | 73.3%-16.2pp | 80.7%-23.6pp |
| Annual return | 18.50% | 583.42%-564.9pp | 480.62%-462.1pp | 172.34%-153.8pp |
| Employer contribution / active EE | $2,141 | $3,147-32.0% | $2,933-27.0% | $4,379-51.1% |
| Participant deferral / active EE | $4,254 | $5,118-16.9% | $4,709-9.7% | $6,730-36.8% |
| Admin fee / account holder | $657 | $7,736-91.5% | $7,244-90.9% | $14,365-95.4% |