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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 | $44,375 | $118,708-62.6% | $98,920-55.1% | $158,982-72.1% |
| Participation rate | 42.9% | 77.8%-35.0pp | 76.0%-33.2pp | 82.0%-39.1pp |
| Annual return | 17.19% | 372.49%-355.3pp | 196.47%-179.3pp | 302.99%-285.8pp |
| Employer contribution / active EE | $1,140 | $3,334-65.8% | $2,689-57.6% | $4,763-76.1% |
| Participant deferral / active EE | $1,484 | $5,089-70.8% | $4,245-65.0% | $5,983-75.2% |
| Admin fee / account holder | $7,579 | $10,134-25.2% | $6,643+14.1% | $11,252-32.6% |