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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 | $38,546 | $90,530-57.4% | $76,030-49.3% | $145,897-73.6% |
| Participation rate | 36.4% | 74.4%-38.1pp | 69.1%-32.7pp | 80.3%-43.9pp |
| Annual return | 15.15% | 625.08%-609.9pp | 361.54%-346.4pp | 552.29%-537.1pp |
| Employer contribution / active EE | $1,517 | $3,319-54.3% | $2,688-43.5% | $4,663-67.5% |
| Participant deferral / active EE | $1,834 | $5,164-64.5% | $4,257-56.9% | $6,689-72.6% |
| Admin fee / account holder | $6,460 | $8,383-22.9% | $6,421+0.6% | $13,390-51.8% |