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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 | $40,915 | $105,158-61.1% | $94,672-56.8% | $139,487-70.7% |
| Participation rate | 40.0% | 82.4%-42.4pp | 80.8%-40.8pp | 80.3%-40.3pp |
| Annual return | 20.41% | 38.11%-17.7pp | 156.89%-136.5pp | 373.84%-353.4pp |
| Employer contribution / active EE | $1,377 | $4,107-66.5% | $3,673-62.5% | $4,755-71.0% |
| Participant deferral / active EE | $2,821 | $7,599-62.9% | $7,417-62.0% | $6,713-58.0% |
| Admin fee / account holder | $402 | $8,972-95.5% | $7,222-94.4% | $11,407-96.5% |