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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 | $37,790 | $107,363-64.8% | $92,909-59.3% | $152,897-75.3% |
| Participation rate | 62.5% | 79.8%-17.3pp | 76.0%-13.5pp | 82.5%-20.0pp |
| Annual return | 17.90% | 145.63%-127.7pp | 109.44%-91.5pp | 345.43%-327.5pp |
| Employer contribution / active EE | $1,103 | $4,222-73.9% | $3,653-69.8% | $4,764-76.9% |
| Participant deferral / active EE | $3,832 | $4,848-21.0% | $4,238-9.6% | $5,851-34.5% |
| Admin fee / account holder | $2,724 | $7,082-61.5% | $5,795-53.0% | $11,599-76.5% |