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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 | $42,347 | $63,346-33.1% | $92,239-54.1% | $70,124-39.6% |
| Participation rate | 26.6% | 68.7%-42.1pp | 76.5%-49.9pp | 69.5%-43.0pp |
| Annual return | 16.69% | 530.19%-513.5pp | 176.29%-159.6pp | 73.14%-56.5pp |
| Employer contribution / active EE | $975 | $2,471-60.5% | $3,680-73.5% | $2,342-58.4% |
| Participant deferral / active EE | $1,501 | $2,854-47.4% | $3,897-61.5% | $3,332-55.0% |
| Admin fee / account holder | $4,257 | $3,841+10.8% | $5,194-18.0% | $4,645-8.4% |