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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 | $81,744 | $162,529-49.7% | $130,788-37.5% | $154,746-47.2% |
| Participation rate | 42.9% | 75.9%-33.0pp | 70.1%-27.2pp | 80.7%-37.8pp |
| Annual return | 22.68% | 510.48%-487.8pp | 386.44%-363.8pp | 172.34%-149.7pp |
| Employer contribution / active EE | $1,050 | $4,447-76.4% | $3,558-70.5% | $4,379-76.0% |
| Participant deferral / active EE | $3,753 | $4,808-21.9% | $4,137-9.3% | $6,730-44.2% |
| Admin fee / account holder | $637 | $7,669-91.7% | $6,673-90.5% | $14,365-95.6% |