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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 | $162,529-74.5% | $130,788-68.3% | $154,746-73.2% |
| Participation rate | 58.8% | 75.9%-17.0pp | 70.1%-11.3pp | 80.7%-21.9pp |
| Annual return | 19.44% | 510.48%-491.0pp | 386.44%-367.0pp | 172.34%-152.9pp |
| Employer contribution / active EE | $1,061 | $4,447-76.1% | $3,558-70.2% | $4,379-75.8% |
| Participant deferral / active EE | $2,573 | $4,808-46.5% | $4,137-37.8% | $6,730-61.8% |
| Admin fee / account holder | $2,449 | $7,669-68.1% | $6,673-63.3% | $14,365-83.0% |