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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 | $70,366-42.6% | $66,674-39.4% | $138,895-70.9% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.7%-13.7pp | 79.9%-19.9pp |
| Annual return | 22.41% | 386.41%-364.0pp | 321.24%-298.8pp | 145.39%-123.0pp |
| Employer contribution / active EE | $1,047 | $2,765-62.1% | $2,620-60.0% | $4,194-75.0% |
| Participant deferral / active EE | $3,627 | $4,374-17.1% | $4,084-11.2% | $6,396-43.3% |
| Admin fee / account holder | $4,459 | $5,262-15.3% | $5,098-12.5% | $12,562-64.5% |