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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 | $43,726 | $63,346-31.0% | $92,240-52.6% | $70,126-37.6% |
| Participation rate | 44.7% | 68.7%-23.9pp | 76.5%-31.7pp | 69.5%-24.8pp |
| Annual return | 17.73% | 530.19%-512.5pp | 176.29%-158.6pp | 73.15%-55.4pp |
| Employer contribution / active EE | $2,101 | $2,471-15.0% | $3,680-42.9% | $2,343-10.3% |
| Participant deferral / active EE | $2,087 | $2,854-26.9% | $3,897-46.4% | $3,332-37.4% |
| Admin fee / account holder | $400 | $3,841-89.6% | $5,194-92.3% | $4,645-91.4% |