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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 | $45,356 | $72,071-37.1% | $68,368-33.7% | $137,256-67.0% |
| Participation rate | 45.5% | 76.2%-30.8pp | 73.8%-28.3pp | 80.0%-34.5pp |
| Annual return | 19.83% | 353.14%-333.3pp | 292.57%-272.7pp | 220.34%-200.5pp |
| Employer contribution / active EE | $1,343 | $2,788-51.8% | $2,649-49.3% | $4,156-67.7% |
| Participant deferral / active EE | $2,736 | $4,410-38.0% | $4,123-33.6% | $6,407-57.3% |
| Admin fee / account holder | $2,698 | $5,336-49.4% | $5,150-47.6% | $12,270-78.0% |