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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 | $42,650 | $72,071-40.8% | $68,368-37.6% | $137,256-68.9% |
| Participation rate | 46.7% | 76.2%-29.6pp | 73.8%-27.1pp | 80.0%-33.3pp |
| Annual return | 19.92% | 353.14%-333.2pp | 292.57%-272.7pp | 220.34%-200.4pp |
| Employer contribution / active EE | $1,030 | $2,788-63.0% | $2,649-61.1% | $4,156-75.2% |
| Participant deferral / active EE | $1,865 | $4,410-57.7% | $4,123-54.8% | $6,407-70.9% |
| Admin fee / account holder | $1,858 | $5,336-65.2% | $5,150-63.9% | $12,270-84.9% |