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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 | $41,395 | $57,305-27.8% | $86,640-52.2% | $75,173-44.9% |
| Participation rate | 52.8% | 63.2%-10.4pp | 71.7%-18.9pp | 67.2%-14.4pp |
| Annual return | 17.89% | 2674.24%-2656.3pp | 592.52%-574.6pp | 160.72%-142.8pp |
| Employer contribution / active EE | $1,883 | $2,316-18.7% | $3,024-37.7% | $2,671-29.5% |
| Participant deferral / active EE | $3,502 | $3,320+5.5% | $4,438-21.1% | $4,126-15.1% |
| Admin fee / account holder | $2,730 | $4,116-33.7% | $5,616-51.4% | $5,651-51.7% |