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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 | $38,088 | $72,071-47.2% | $68,368-44.3% | $137,256-72.3% |
| Participation rate | 40.9% | 76.2%-35.3pp | 73.8%-32.8pp | 80.0%-39.1pp |
| Annual return | 18.27% | 353.14%-334.9pp | 292.57%-274.3pp | 220.34%-202.1pp |
| Employer contribution / active EE | $910 | $2,788-67.4% | $2,649-65.6% | $4,156-78.1% |
| Participant deferral / active EE | $1,632 | $4,410-63.0% | $4,123-60.4% | $6,407-74.5% |
| Admin fee / account holder | $1,028 | $5,336-80.7% | $5,150-80.0% | $12,270-91.6% |