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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 | $44,561 | $154,754-71.2% | $124,206-64.1% | $138,895-67.9% |
| Participation rate | 64.7% | 75.5%-10.8pp | 69.6%-4.9pp | 79.9%-15.2pp |
| Annual return | 16.08% | 709.28%-693.2pp | 515.27%-499.2pp | 145.39%-129.3pp |
| Employer contribution / active EE | $1,070 | $4,446-75.9% | $3,540-69.8% | $4,194-74.5% |
| Participant deferral / active EE | $3,489 | $4,621-24.5% | $3,968-12.1% | $6,396-45.5% |
| Admin fee / account holder | $1,255 | $6,690-81.2% | $5,929-78.8% | $12,562-90.0% |