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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 | $41,589 | $90,397-54.0% | $76,002-45.3% | $145,959-71.5% |
| Participation rate | 40.9% | 74.5%-33.6pp | 69.1%-28.2pp | 80.3%-39.4pp |
| Annual return | 13.57% | 621.97%-608.4pp | 360.07%-346.5pp | 561.95%-548.4pp |
| Employer contribution / active EE | $1,085 | $3,317-67.3% | $2,688-59.7% | $4,661-76.7% |
| Participant deferral / active EE | $5,001 | $5,163-3.1% | $4,257+17.5% | $6,689-25.2% |
| Admin fee / account holder | $1,551 | $8,369-81.5% | $6,414-75.8% | $13,398-88.4% |