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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 | $40,997 | $154,209-73.4% | $130,062-68.5% | $139,487-70.6% |
| Participation rate | 38.5% | 82.0%-43.5pp | 78.5%-40.0pp | 80.3%-41.9pp |
| Annual return | 19.31% | 32.52%-13.2pp | -137.37%+156.7pp | 373.84%-354.5pp |
| Employer contribution / active EE | $1,762 | $5,292-66.7% | $4,322-59.2% | $4,755-62.9% |
| Participant deferral / active EE | $2,974 | $6,709-55.7% | $5,821-48.9% | $6,713-55.7% |
| Admin fee / account holder | $354 | $13,988-97.5% | $10,601-96.7% | $11,407-96.9% |