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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 | $42,435 | $88,815-52.2% | $81,882-48.2% | $145,897-70.9% |
| Participation rate | 42.1% | 75.1%-33.0pp | 72.4%-30.3pp | 80.3%-38.2pp |
| Annual return | 12.62% | 1033.75%-1021.1pp | 779.47%-766.9pp | 552.29%-539.7pp |
| Employer contribution / active EE | $1,978 | $3,086-35.9% | $2,916-32.2% | $4,663-57.6% |
| Participant deferral / active EE | $2,605 | $4,647-43.9% | $4,323-39.7% | $6,689-61.1% |
| Admin fee / account holder | $382 | $8,434-95.5% | $7,360-94.8% | $13,390-97.1% |