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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 | $36,148 | $70,366-48.6% | $66,674-45.8% | $138,895-74.0% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.7%-7.0pp | 79.9%-13.3pp |
| Annual return | 16.48% | 386.41%-369.9pp | 321.24%-304.8pp | 145.39%-128.9pp |
| Employer contribution / active EE | $2,083 | $2,765-24.7% | $2,620-20.5% | $4,194-50.3% |
| Participant deferral / active EE | $3,023 | $4,374-30.9% | $4,084-26.0% | $6,396-52.7% |
| Admin fee / account holder | $819 | $5,262-84.4% | $5,098-83.9% | $12,562-93.5% |