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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 | $171,492-76.4% | $150,734-73.1% | $198,609-79.6% |
| Participation rate | 33.3% | 81.4%-48.1pp | 78.4%-45.1pp | 82.4%-49.0pp |
| Annual return | 16.44% | 804.70%-788.3pp | 600.81%-584.4pp | 202.70%-186.3pp |
| Employer contribution / active EE | $1,665 | $5,470-69.6% | $4,918-66.1% | $5,055-67.1% |
| Participant deferral / active EE | $3,412 | $6,259-45.5% | $5,610-39.2% | $6,977-51.1% |
| Admin fee / account holder | $4,451 | $17,628-74.7% | $14,905-70.1% | $19,030-76.6% |