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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 | $42,427 | $105,145-59.6% | $94,664-55.2% | $139,466-69.6% |
| Participation rate | 44.4% | 82.4%-37.9pp | 80.8%-36.4pp | 80.3%-35.9pp |
| Annual return | 23.53% | 38.09%-14.6pp | 156.84%-133.3pp | 373.66%-350.1pp |
| Employer contribution / active EE | $2,317 | $4,107-43.6% | $3,673-36.9% | $4,754-51.3% |
| Participant deferral / active EE | $3,656 | $7,599-51.9% | $7,417-50.7% | $6,712-45.5% |
| Admin fee / account holder | $540 | $8,972-94.0% | $7,222-92.5% | $11,409-95.3% |