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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 | $42,334 | $72,071-41.3% | $68,368-38.1% | $137,256-69.2% |
| Participation rate | 60.9% | 76.2%-15.4pp | 73.8%-12.9pp | 80.0%-19.1pp |
| Annual return | 15.98% | 353.14%-337.2pp | 292.57%-276.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $681 | $2,788-75.6% | $2,649-74.3% | $4,156-83.6% |
| Participant deferral / active EE | $1,511 | $4,410-65.7% | $4,123-63.4% | $6,407-76.4% |
| Admin fee / account holder | $354 | $5,336-93.4% | $5,150-93.1% | $12,270-97.1% |