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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 | $43,182 | $85,171-49.3% | $172,753-75.0% | $72,976-40.8% |
| Participation rate | 66.7% | 70.1%-3.4pp | 82.6%-16.0pp | 69.5%-2.8pp |
| Annual return | 22.60% | 27.32%-4.7pp | 803.00%-780.4pp | 81.02%-58.4pp |
| Employer contribution / active EE | $1,527 | $3,324-54.1% | $5,144-70.3% | $2,440-37.4% |
| Participant deferral / active EE | $2,095 | $3,260-35.7% | $5,198-59.7% | $3,608-41.9% |
| Admin fee / account holder | $405 | $5,880-93.1% | $13,956-97.1% | $5,124-92.1% |