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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 | $38,471 | $90,489-57.5% | $76,051-49.4% | $145,978-73.6% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 18.90% | 622.78%-603.9pp | 360.42%-341.5pp | 550.52%-531.6pp |
| Employer contribution / active EE | $1,149 | $3,319-65.4% | $2,690-57.3% | $4,662-75.4% |
| Participant deferral / active EE | $1,700 | $5,164-67.1% | $4,257-60.1% | $6,690-74.6% |
| Admin fee / account holder | $429 | $8,374-94.9% | $6,416-93.3% | $13,400-96.8% |