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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 | $38,387 | $72,071-46.7% | $68,368-43.9% | $137,256-72.0% |
| Participation rate | 46.7% | 76.2%-29.6pp | 73.8%-27.1pp | 80.0%-33.3pp |
| Annual return | 21.49% | 353.14%-331.7pp | 292.57%-271.1pp | 220.34%-198.9pp |
| Employer contribution / active EE | $1,095 | $2,788-60.7% | $2,649-58.7% | $4,156-73.6% |
| Participant deferral / active EE | $3,385 | $4,410-23.2% | $4,123-17.9% | $6,407-47.2% |
| Admin fee / account holder | $364 | $5,336-93.2% | $5,150-92.9% | $12,270-97.0% |