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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 | $40,262 | $49,199-18.2% | $121,204-66.8% | $75,173-46.4% |
| Participation rate | 45.3% | 55.4%-10.1pp | 69.5%-24.2pp | 67.2%-21.9pp |
| Annual return | 17.62% | 56.04%-38.4pp | 987.18%-969.6pp | 160.72%-143.1pp |
| Employer contribution / active EE | $1,149 | $1,547-25.7% | $4,170-72.4% | $2,671-57.0% |
| Participant deferral / active EE | $2,827 | $2,630+7.5% | $4,083-30.8% | $4,126-31.5% |
| Admin fee / account holder | $2,899 | $3,946-26.5% | $5,651-48.7% | $5,651-48.7% |