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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 | $40,684 | $48,327-15.8% | $67,575-39.8% | $80,935-49.7% |
| Participation rate | 28.6% | 66.4%-37.8pp | 72.9%-44.3pp | 67.7%-39.1pp |
| Annual return | 18.09% | 18.31%-0.2pp | 3528.98%-3510.9pp | 35.66%-17.6pp |
| Employer contribution / active EE | $564 | $2,022-72.1% | $2,736-79.4% | $2,757-79.5% |
| Participant deferral / active EE | $2,694 | $2,927-8.0% | $4,003-32.7% | $4,299-37.3% |
| Admin fee / account holder | $668 | $3,692-81.9% | $3,993-83.3% | $6,924-90.4% |