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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 | $28,187 | $70,366-59.9% | $66,674-57.7% | $138,895-79.7% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.7%-33.7pp | 79.9%-39.9pp |
| Annual return | 15.71% | 386.41%-370.7pp | 321.24%-305.5pp | 145.39%-129.7pp |
| Employer contribution / active EE | $1,008 | $2,765-63.5% | $2,620-61.5% | $4,194-76.0% |
| Participant deferral / active EE | $1,183 | $4,374-72.9% | $4,084-71.0% | $6,396-81.5% |
| Admin fee / account holder | $3,261 | $5,262-38.0% | $5,098-36.0% | $12,562-74.0% |