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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 | $57,856 | $63,346-8.7% | $92,240-37.3% | $70,126-17.5% |
| Participation rate | 40.8% | 68.7%-27.9pp | 76.5%-35.7pp | 69.5%-28.7pp |
| Annual return | 15.79% | 530.19%-514.4pp | 176.29%-160.5pp | 73.15%-57.4pp |
| Employer contribution / active EE | $1,084 | $2,471-56.1% | $3,680-70.5% | $2,343-53.7% |
| Participant deferral / active EE | $1,950 | $2,854-31.7% | $3,897-50.0% | $3,332-41.5% |
| Admin fee / account holder | $408 | $3,841-89.4% | $5,194-92.1% | $4,645-91.2% |