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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 | $42,692 | $109,372-61.0% | $89,414-52.3% | $158,966-73.1% |
| Participation rate | 37.5% | 74.3%-36.8pp | 68.0%-30.5pp | 82.0%-44.5pp |
| Annual return | 19.16% | 345.55%-326.4pp | 245.50%-226.3pp | 302.95%-283.8pp |
| Employer contribution / active EE | $847 | $3,171-73.3% | $2,586-67.2% | $4,762-82.2% |
| Participant deferral / active EE | $1,897 | $4,598-58.8% | $3,890-51.2% | $5,983-68.3% |
| Admin fee / account holder | $375 | $6,156-93.9% | $4,883-92.3% | $11,250-96.7% |