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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 | $44,222 | $111,535-60.4% | $105,223-58.0% | $137,256-67.8% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.0%-35.0pp | 80.0%-40.0pp |
| Annual return | 13.50% | 237.85%-224.4pp | 180.65%-167.2pp | 220.34%-206.8pp |
| Employer contribution / active EE | $1,486 | $3,939-62.3% | $3,689-59.7% | $4,156-64.2% |
| Participant deferral / active EE | $2,640 | $5,500-52.0% | $5,072-47.9% | $6,407-58.8% |
| Admin fee / account holder | $1,484 | $9,721-84.7% | $8,859-83.3% | $12,270-87.9% |