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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 | $36,895 | $226,105-83.7% | $182,540-79.8% | $152,897-75.9% |
| Participation rate | 37.5% | 82.5%-45.0pp | 78.0%-40.5pp | 82.5%-45.0pp |
| Annual return | 13.74% | 192.58%-178.8pp | 148.58%-134.8pp | 345.43%-331.7pp |
| Employer contribution / active EE | $996 | $4,978-80.0% | $4,076-75.6% | $4,764-79.1% |
| Participant deferral / active EE | $1,653 | $6,370-74.1% | $5,525-70.1% | $5,851-71.8% |
| Admin fee / account holder | $42,327 | $10,706+295.4% | $8,593+392.6% | $11,599+264.9% |