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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 | $39,206 | $100,895-61.1% | $90,430-56.6% | $158,950-75.3% |
| Participation rate | 43.5% | 75.0%-31.5pp | 72.7%-29.2pp | 82.0%-38.5pp |
| Annual return | 8.65% | 1725.54%-1716.9pp | 1293.73%-1285.1pp | 302.91%-294.3pp |
| Employer contribution / active EE | $914 | $3,689-75.2% | $3,262-72.0% | $4,762-80.8% |
| Participant deferral / active EE | $1,952 | $4,347-55.1% | $3,963-50.7% | $5,983-67.4% |
| Admin fee / account holder | $16,964 | $6,505+160.8% | $5,613+202.2% | $11,248+50.8% |