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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 | $40,726 | $77,145-47.2% | $108,410-62.4% | $85,856-52.6% |
| Participation rate | 54.3% | 74.7%-20.4pp | 80.1%-25.9pp | 69.3%-15.0pp |
| Annual return | 16.06% | 44.54%-28.5pp | 905.34%-889.3pp | 318.58%-302.5pp |
| Employer contribution / active EE | $1,316 | $2,379-44.7% | $3,558-63.0% | $2,565-48.7% |
| Participant deferral / active EE | $2,867 | $5,566-48.5% | $6,562-56.3% | $3,952-27.5% |
| Admin fee / account holder | $2,660 | $5,172-48.6% | $7,296-63.5% | $6,261-57.5% |