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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 | $41,874 | $70,366-40.5% | $66,674-37.2% | $138,895-69.9% |
| Participation rate | 61.1% | 76.2%-15.1pp | 73.7%-12.6pp | 79.9%-18.8pp |
| Annual return | 20.14% | 386.41%-366.3pp | 321.24%-301.1pp | 145.39%-125.3pp |
| Employer contribution / active EE | $1,911 | $2,765-30.9% | $2,620-27.1% | $4,194-54.4% |
| Participant deferral / active EE | $4,652 | $4,374+6.4% | $4,084+13.9% | $6,396-27.3% |
| Admin fee / account holder | $365 | $5,262-93.1% | $5,098-92.8% | $12,562-97.1% |