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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 | $40,372 | $72,071-44.0% | $68,368-40.9% | $137,256-70.6% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.0%-20.0pp |
| Annual return | 22.41% | 353.14%-330.7pp | 292.57%-270.2pp | 220.34%-197.9pp |
| Employer contribution / active EE | $1,047 | $2,788-62.4% | $2,649-60.5% | $4,156-74.8% |
| Participant deferral / active EE | $3,627 | $4,410-17.8% | $4,123-12.0% | $6,407-43.4% |
| Admin fee / account holder | $4,459 | $5,336-16.4% | $5,150-13.4% | $12,270-63.7% |