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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 | $42,967 | $102,595-58.1% | $94,057-54.3% | $154,746-72.2% |
| Participation rate | 42.9% | 76.0%-33.1pp | 73.3%-30.5pp | 80.7%-37.8pp |
| Annual return | 18.89% | 583.42%-564.5pp | 480.62%-461.7pp | 172.34%-153.5pp |
| Employer contribution / active EE | $1,203 | $3,147-61.8% | $2,933-59.0% | $4,379-72.5% |
| Participant deferral / active EE | $1,782 | $5,118-65.2% | $4,709-62.2% | $6,730-73.5% |
| Admin fee / account holder | $1,378 | $7,736-82.2% | $7,244-81.0% | $14,365-90.4% |