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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 | $48,041 | $54,679-12.1% | $76,119-36.9% | $74,459-35.5% |
| Participation rate | 37.3% | 60.3%-23.1pp | 69.1%-31.8pp | 67.2%-29.9pp |
| Annual return | 17.49% | 31.90%-14.4pp | 361.25%-343.8pp | 1369.70%-1352.2pp |
| Employer contribution / active EE | $981 | $1,781-44.9% | $2,693-63.6% | $2,626-62.6% |
| Participant deferral / active EE | $4,186 | $3,072+36.2% | $4,259-1.7% | $4,350-3.8% |
| Admin fee / account holder | $3,054 | $2,238+36.5% | $6,421-52.4% | $1,945+57.0% |