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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 | $39,325 | $90,530-56.6% | $76,030-48.3% | $145,897-73.0% |
| Participation rate | 40.0% | 74.4%-34.4pp | 69.1%-29.1pp | 80.3%-40.3pp |
| Annual return | 9.67% | 625.08%-615.4pp | 361.54%-351.9pp | 552.29%-542.6pp |
| Employer contribution / active EE | $1,726 | $3,319-48.0% | $2,688-35.8% | $4,663-63.0% |
| Participant deferral / active EE | $3,120 | $5,164-39.6% | $4,257-26.7% | $6,689-53.4% |
| Admin fee / account holder | $6,315 | $8,383-24.7% | $6,421-1.6% | $13,390-52.8% |