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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 | $43,707 | $55,437-21.2% | $155,534-71.9% | $74,459-41.3% |
| Participation rate | 38.3% | 61.9%-23.6pp | 78.2%-39.9pp | 67.2%-28.9pp |
| Annual return | 13.26% | 269.58%-256.3pp | 64.92%-51.7pp | 1369.70%-1356.4pp |
| Employer contribution / active EE | $932 | $2,266-58.9% | $4,675-80.1% | $2,626-64.5% |
| Participant deferral / active EE | $2,393 | $2,837-15.7% | $5,630-57.5% | $4,350-45.0% |
| Admin fee / account holder | $1,657 | $1,742-4.9% | $15,900-89.6% | $1,945-14.8% |