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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 | $90,614-54.1% | $76,089-45.3% | $145,877-71.5% |
| Participation rate | 40.9% | 74.5%-33.6pp | 69.1%-28.2pp | 80.3%-39.4pp |
| Annual return | 13.57% | 623.80%-610.2pp | 360.94%-347.4pp | 551.28%-537.7pp |
| Employer contribution / active EE | $1,085 | $3,324-67.4% | $2,690-59.7% | $4,663-76.7% |
| Participant deferral / active EE | $5,001 | $5,168-3.2% | $4,259+17.4% | $6,691-25.3% |
| Admin fee / account holder | $1,551 | $8,376-81.5% | $6,418-75.8% | $13,402-88.4% |