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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 | $40,472 | $72,071-43.8% | $68,368-40.8% | $137,256-70.5% |
| Participation rate | 52.4% | 76.2%-23.9pp | 73.8%-21.4pp | 80.0%-27.6pp |
| Annual return | 16.00% | 353.14%-337.1pp | 292.57%-276.6pp | 220.34%-204.3pp |
| Employer contribution / active EE | $2,114 | $2,788-24.2% | $2,649-20.2% | $4,156-49.1% |
| Participant deferral / active EE | $4,337 | $4,410-1.6% | $4,123+5.2% | $6,407-32.3% |
| Admin fee / account holder | $3,011 | $5,336-43.6% | $5,150-41.5% | $12,270-75.5% |