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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 | $43,185 | $102,663-57.9% | $86,216-49.9% | $139,466-69.0% |
| Participation rate | 62.5% | 74.5%-12.0pp | 69.0%-6.5pp | 80.3%-17.8pp |
| Annual return | 21.16% | 1924.52%-1903.4pp | 1169.42%-1148.3pp | 373.66%-352.5pp |
| Employer contribution / active EE | $708 | $3,035-76.7% | $2,382-70.3% | $4,754-85.1% |
| Participant deferral / active EE | $4,074 | $4,677-12.9% | $3,986+2.2% | $6,712-39.3% |
| Admin fee / account holder | $3,903 | $8,663-54.9% | $6,853-43.1% | $11,409-65.8% |