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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 | $38,622 | $63,346-39.0% | $92,240-58.1% | $70,126-44.9% |
| Participation rate | 65.9% | 68.7%-2.8pp | 76.5%-10.6pp | 69.5%-3.6pp |
| Annual return | 16.39% | 530.19%-513.8pp | 176.29%-159.9pp | 73.15%-56.8pp |
| Employer contribution / active EE | $1,044 | $2,471-57.7% | $3,680-71.6% | $2,343-55.4% |
| Participant deferral / active EE | $2,468 | $2,854-13.5% | $3,897-36.7% | $3,332-25.9% |
| Admin fee / account holder | $441 | $3,841-88.5% | $5,194-91.5% | $4,645-90.5% |