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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 | $39,013 | $63,346-38.4% | $92,240-57.7% | $70,126-44.4% |
| Participation rate | 41.7% | 68.7%-27.0pp | 76.5%-34.8pp | 69.5%-27.9pp |
| Annual return | 15.89% | 530.19%-514.3pp | 176.29%-160.4pp | 73.15%-57.3pp |
| Employer contribution / active EE | $1,018 | $2,471-58.8% | $3,680-72.3% | $2,343-56.5% |
| Participant deferral / active EE | $1,758 | $2,854-38.4% | $3,897-54.9% | $3,332-47.2% |
| Admin fee / account holder | $876 | $3,841-77.2% | $5,194-83.1% | $4,645-81.1% |