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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 | $40,156 | $289,211-86.1% | $260,467-84.6% | $198,609-79.8% |
| Participation rate | 60.0% | 83.1%-23.1pp | 80.5%-20.5pp | 82.4%-22.4pp |
| Annual return | 21.65% | 112.90%-91.2pp | 100.60%-78.9pp | 202.70%-181.0pp |
| Employer contribution / active EE | $2,491 | $4,663-46.6% | $4,239-41.2% | $5,055-50.7% |
| Participant deferral / active EE | $3,721 | $6,812-45.4% | $6,319-41.1% | $6,977-46.7% |
| Admin fee / account holder | $829 | $16,236-94.9% | $15,461-94.6% | $19,030-95.6% |