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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 | $40,551 | $111,535-63.6% | $105,223-61.5% | $137,256-70.5% |
| Participation rate | 33.3% | 78.1%-44.8pp | 75.0%-41.7pp | 80.0%-46.6pp |
| Annual return | 16.44% | 237.85%-221.4pp | 180.65%-164.2pp | 220.34%-203.9pp |
| Employer contribution / active EE | $1,665 | $3,939-57.7% | $3,689-54.9% | $4,156-59.9% |
| Participant deferral / active EE | $3,412 | $5,500-38.0% | $5,072-32.7% | $6,407-46.7% |
| Admin fee / account holder | $4,451 | $9,721-54.2% | $8,859-49.8% | $12,270-63.7% |