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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 | $20,874 | $72,071-71.0% | $68,368-69.5% | $137,256-84.8% |
| Participation rate | 41.7% | 76.2%-34.6pp | 73.8%-32.1pp | 80.0%-38.3pp |
| Annual return | 32.44% | 353.14%-320.7pp | 292.57%-260.1pp | 220.34%-187.9pp |
| Employer contribution / active EE | $1,946 | $2,788-30.2% | $2,649-26.5% | $4,156-53.2% |
| Participant deferral / active EE | $2,592 | $4,410-41.2% | $4,123-37.1% | $6,407-59.5% |
| Admin fee / account holder | $9,699 | $5,336+81.8% | $5,150+88.3% | $12,270-21.0% |