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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 | $42,126 | $72,071-41.5% | $68,368-38.4% | $137,256-69.3% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.0%-20.0pp |
| Annual return | 29.58% | 353.14%-323.6pp | 292.57%-263.0pp | 220.34%-190.8pp |
| Employer contribution / active EE | $1,386 | $2,788-50.3% | $2,649-47.7% | $4,156-66.6% |
| Participant deferral / active EE | $3,684 | $4,410-16.5% | $4,123-10.7% | $6,407-42.5% |
| Admin fee / account holder | $1,221 | $5,336-77.1% | $5,150-76.3% | $12,270-90.0% |