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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 | $36,439 | $107,363-66.1% | $92,909-60.8% | $152,897-76.2% |
| Participation rate | 36.4% | 79.8%-43.4pp | 76.0%-39.6pp | 82.5%-46.1pp |
| Annual return | 23.16% | 145.63%-122.5pp | 109.44%-86.3pp | 345.43%-322.3pp |
| Employer contribution / active EE | $1,028 | $4,222-75.7% | $3,653-71.9% | $4,764-78.4% |
| Participant deferral / active EE | $2,099 | $4,848-56.7% | $4,238-50.5% | $5,851-64.1% |
| Admin fee / account holder | $6,045 | $7,082-14.6% | $5,795+4.3% | $11,599-47.9% |