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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 | $42,448 | $57,305-25.9% | $86,640-51.0% | $75,173-43.5% |
| Participation rate | 56.7% | 63.2%-6.5pp | 71.7%-15.0pp | 67.2%-10.5pp |
| Annual return | 18.24% | 2674.24%-2656.0pp | 592.52%-574.3pp | 160.72%-142.5pp |
| Employer contribution / active EE | $1,221 | $2,316-47.3% | $3,024-59.6% | $2,671-54.3% |
| Participant deferral / active EE | $2,821 | $3,320-15.0% | $4,438-36.4% | $4,126-31.6% |
| Admin fee / account holder | $993 | $4,116-75.9% | $5,616-82.3% | $5,651-82.4% |