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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 | $41,442 | $63,346-34.6% | $92,240-55.1% | $70,126-40.9% |
| Participation rate | 54.8% | 68.7%-13.9pp | 76.5%-21.7pp | 69.5%-14.8pp |
| Annual return | 13.10% | 530.19%-517.1pp | 176.29%-163.2pp | 73.15%-60.1pp |
| Employer contribution / active EE | $1,485 | $2,471-39.9% | $3,680-59.6% | $2,343-36.6% |
| Participant deferral / active EE | $3,374 | $2,854+18.2% | $3,897-13.4% | $3,332+1.3% |
| Admin fee / account holder | $12,751 | $3,841+232.0% | $5,194+145.5% | $4,645+174.5% |