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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 | $43,334 | $70,366-38.4% | $66,674-35.0% | $138,895-68.8% |
| Participation rate | 42.9% | 76.2%-33.3pp | 73.7%-30.8pp | 79.9%-37.1pp |
| Annual return | 13.25% | 386.41%-373.2pp | 321.24%-308.0pp | 145.39%-132.1pp |
| Employer contribution / active EE | $1,118 | $2,765-59.6% | $2,620-57.3% | $4,194-73.4% |
| Participant deferral / active EE | $2,606 | $4,374-40.4% | $4,084-36.2% | $6,396-59.3% |
| Admin fee / account holder | $723 | $5,262-86.3% | $5,098-85.8% | $12,562-94.2% |