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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 | $44,167 | $70,366-37.2% | $66,674-33.8% | $138,895-68.2% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.7%-7.0pp | 79.9%-13.3pp |
| Annual return | 22.44% | 386.41%-364.0pp | 321.24%-298.8pp | 145.39%-123.0pp |
| Employer contribution / active EE | $1,109 | $2,765-59.9% | $2,620-57.7% | $4,194-73.6% |
| Participant deferral / active EE | $3,371 | $4,374-22.9% | $4,084-17.5% | $6,396-47.3% |
| Admin fee / account holder | $475 | $5,262-91.0% | $5,098-90.7% | $12,562-96.2% |