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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 | $40,438 | $154,754-73.9% | $124,206-67.4% | $138,895-70.9% |
| Participation rate | 57.1% | 75.5%-18.3pp | 69.6%-12.4pp | 79.9%-22.8pp |
| Annual return | 18.01% | 709.28%-691.3pp | 515.27%-497.3pp | 145.39%-127.4pp |
| Employer contribution / active EE | $1,326 | $4,446-70.2% | $3,540-62.5% | $4,194-68.4% |
| Participant deferral / active EE | $2,963 | $4,621-35.9% | $3,968-25.3% | $6,396-53.7% |
| Admin fee / account holder | $2,428 | $6,690-63.7% | $5,929-59.0% | $12,562-80.7% |