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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 | $39,247 | $132,634-70.4% | $115,768-66.1% | $137,256-71.4% |
| Participation rate | 36.4% | 77.9%-41.5pp | 74.4%-38.0pp | 80.0%-43.6pp |
| Annual return | 14.97% | 160.70%-145.7pp | 100.46%-85.5pp | 220.34%-205.4pp |
| Employer contribution / active EE | $1,516 | $3,360-54.9% | $2,940-48.4% | $4,156-63.5% |
| Participant deferral / active EE | $2,106 | $5,619-62.5% | $4,917-57.2% | $6,407-67.1% |
| Admin fee / account holder | $1,525 | $15,028-89.9% | $12,439-87.7% | $12,270-87.6% |