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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 | $167,030-75.2% | $135,768-69.4% | $155,188-73.3% |
| Participation rate | 58.8% | 76.2%-17.3pp | 71.1%-12.3pp | 80.8%-22.0pp |
| Annual return | 19.44% | 678.39%-659.0pp | 526.10%-506.7pp | 148.84%-129.4pp |
| Employer contribution / active EE | $1,061 | $4,132-74.3% | $3,394-68.7% | $4,248-75.0% |
| Participant deferral / active EE | $2,573 | $4,528-43.2% | $3,977-35.3% | $6,531-60.6% |
| Admin fee / account holder | $2,449 | $8,172-70.0% | $7,048-65.3% | $14,480-83.1% |