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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 | $149,040-45.2% | $120,225-32.0% | $137,256-40.4% |
| Participation rate | 42.9% | 75.4%-32.6pp | 69.6%-26.7pp | 80.0%-37.1pp |
| Annual return | 22.68% | 605.68%-583.0pp | 439.23%-416.5pp | 220.34%-197.7pp |
| Employer contribution / active EE | $1,050 | $4,350-75.9% | $3,475-69.8% | $4,156-74.7% |
| Participant deferral / active EE | $3,753 | $4,655-19.4% | $3,999-6.1% | $6,407-41.4% |
| Admin fee / account holder | $637 | $6,348-90.0% | $5,696-88.8% | $12,270-94.8% |