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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 | $37,038 | $70,366-47.4% | $66,674-44.4% | $138,895-73.3% |
| Participation rate | 47.6% | 76.2%-28.6pp | 73.7%-26.1pp | 79.9%-32.3pp |
| Annual return | 17.21% | 386.41%-369.2pp | 321.24%-304.0pp | 145.39%-128.2pp |
| Employer contribution / active EE | $1,202 | $2,765-56.5% | $2,620-54.1% | $4,194-71.3% |
| Participant deferral / active EE | $3,078 | $4,374-29.6% | $4,084-24.6% | $6,396-51.9% |
| Admin fee / account holder | $665 | $5,262-87.4% | $5,098-87.0% | $12,562-94.7% |