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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 | $40,622 | $70,121-42.1% | $63,803-36.3% | $138,895-70.8% |
| Participation rate | 64.7% | 77.2%-12.5pp | 72.7%-8.0pp | 79.9%-15.2pp |
| Annual return | 14.38% | 946.48%-932.1pp | 543.72%-529.3pp | 145.39%-131.0pp |
| Employer contribution / active EE | $1,140 | $2,882-60.4% | $2,532-55.0% | $4,194-72.8% |
| Participant deferral / active EE | $1,576 | $4,535-65.2% | $3,843-59.0% | $6,396-75.4% |
| Admin fee / account holder | $357 | $6,738-94.7% | $5,196-93.1% | $12,562-97.2% |