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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 | $35,351 | $72,071-50.9% | $68,368-48.3% | $137,256-74.2% |
| Participation rate | 64.3% | 76.2%-12.0pp | 73.8%-9.5pp | 80.0%-15.7pp |
| Annual return | 20.49% | 353.14%-332.7pp | 292.57%-272.1pp | 220.34%-199.9pp |
| Employer contribution / active EE | $944 | $2,788-66.1% | $2,649-64.3% | $4,156-77.3% |
| Participant deferral / active EE | $2,215 | $4,410-49.8% | $4,123-46.3% | $6,407-65.4% |
| Admin fee / account holder | $1,442 | $5,336-73.0% | $5,150-72.0% | $12,270-88.2% |