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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 | $40,796 | $72,071-43.4% | $68,368-40.3% | $137,256-70.3% |
| Participation rate | 42.9% | 76.2%-33.4pp | 73.8%-30.9pp | 80.0%-37.1pp |
| Annual return | 16.04% | 353.14%-337.1pp | 292.57%-276.5pp | 220.34%-204.3pp |
| Employer contribution / active EE | $1,240 | $2,788-55.5% | $2,649-53.2% | $4,156-70.2% |
| Participant deferral / active EE | $3,805 | $4,410-13.7% | $4,123-7.7% | $6,407-40.6% |
| Admin fee / account holder | $10,068 | $5,336+88.7% | $5,150+95.5% | $12,270-17.9% |