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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 | $43,387 | $72,071-39.8% | $68,368-36.5% | $137,256-68.4% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.0%-20.0pp |
| Annual return | 19.34% | 353.14%-333.8pp | 292.57%-273.2pp | 220.34%-201.0pp |
| Employer contribution / active EE | $983 | $2,788-64.7% | $2,649-62.9% | $4,156-76.3% |
| Participant deferral / active EE | $3,166 | $4,410-28.2% | $4,123-23.2% | $6,407-50.6% |
| Admin fee / account holder | $696 | $5,336-87.0% | $5,150-86.5% | $12,270-94.3% |