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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 | $43,160 | $175,231-75.4% | $149,696-71.2% | $139,466-69.1% |
| Participation rate | 30.0% | 83.4%-53.4pp | 78.8%-48.8pp | 80.3%-50.3pp |
| Annual return | 19.84% | 166.77%-146.9pp | 134.46%-114.6pp | 373.66%-353.8pp |
| Employer contribution / active EE | $1,132 | $5,478-79.3% | $4,821-76.5% | $4,754-76.2% |
| Participant deferral / active EE | $2,007 | $6,521-69.2% | $5,682-64.7% | $6,712-70.1% |
| Admin fee / account holder | $649 | $16,155-96.0% | $13,212-95.1% | $11,409-94.3% |