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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 | $41,489 | $154,754-73.2% | $124,206-66.6% | $138,895-70.1% |
| Participation rate | 58.8% | 75.5%-16.7pp | 69.6%-10.8pp | 79.9%-21.1pp |
| Annual return | 19.44% | 709.28%-689.8pp | 515.27%-495.8pp | 145.39%-126.0pp |
| Employer contribution / active EE | $1,061 | $4,446-76.1% | $3,540-70.0% | $4,194-74.7% |
| Participant deferral / active EE | $2,573 | $4,621-44.3% | $3,968-35.2% | $6,396-59.8% |
| Admin fee / account holder | $2,449 | $6,690-63.4% | $5,929-58.7% | $12,562-80.5% |