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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 | $40,152 | $59,456-32.5% | $93,681-57.1% | $74,400-46.0% |
| Participation rate | 25.7% | 59.6%-33.9pp | 68.7%-43.0pp | 67.2%-41.5pp |
| Annual return | 26.31% | 82.00%-55.7pp | 133.47%-107.2pp | 1367.51%-1341.2pp |
| Employer contribution / active EE | $1,249 | $1,266-1.3% | $2,422-48.4% | $2,624-52.4% |
| Participant deferral / active EE | $1,875 | $3,052-38.5% | $4,415-57.5% | $4,348-56.9% |
| Admin fee / account holder | $1,572 | $3,026-48.1% | $8,290-81.0% | $1,944-19.1% |