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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 | $41,984 | $63,342-33.7% | $92,236-54.5% | $70,131-40.1% |
| Participation rate | 49.3% | 68.7%-19.4pp | 76.5%-27.2pp | 69.5%-20.2pp |
| Annual return | 16.60% | 530.15%-513.6pp | 176.29%-159.7pp | 73.14%-56.5pp |
| Employer contribution / active EE | $1,136 | $2,471-54.0% | $3,679-69.1% | $2,342-51.5% |
| Participant deferral / active EE | $1,569 | $2,854-45.0% | $3,897-59.7% | $3,332-52.9% |
| Admin fee / account holder | $2,205 | $3,840-42.6% | $5,194-57.5% | $4,645-52.5% |