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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 | $43,260 | $102,595-57.8% | $94,057-54.0% | $154,746-72.0% |
| Participation rate | 36.4% | 76.0%-39.6pp | 73.3%-37.0pp | 80.7%-44.3pp |
| Annual return | 18.04% | 583.42%-565.4pp | 480.62%-462.6pp | 172.34%-154.3pp |
| Employer contribution / active EE | $1,840 | $3,147-41.5% | $2,933-37.3% | $4,379-58.0% |
| Participant deferral / active EE | $2,438 | $5,118-52.4% | $4,709-48.2% | $6,730-63.8% |
| Admin fee / account holder | $4,042 | $7,736-47.7% | $7,244-44.2% | $14,365-71.9% |