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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 | $82,283 | $125,778-34.6% | $114,563-28.2% | $154,746-46.8% |
| Participation rate | 45.5% | 75.2%-29.7pp | 72.9%-27.4pp | 80.7%-35.2pp |
| Annual return | 44.25% | 295.14%-250.9pp | 241.09%-196.8pp | 172.34%-128.1pp |
| Employer contribution / active EE | $1,044 | $2,806-62.8% | $2,592-59.7% | $4,379-76.2% |
| Participant deferral / active EE | $1,938 | $4,445-56.4% | $4,142-53.2% | $6,730-71.2% |
| Admin fee / account holder | $375 | $8,190-95.4% | $7,623-95.1% | $14,365-97.4% |