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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 | $32,207 | $99,079-67.5% | $78,002-58.7% | $273,972-88.2% |
| Participation rate | 42.1% | 78.6%-36.5pp | 75.5%-33.4pp | 83.0%-40.9pp |
| Annual return | 5.66% | 217.93%-212.3pp | 425.99%-420.3pp | 41.46%-35.8pp |
| Employer contribution / active EE | $1,741 | $3,308-47.4% | $2,470-29.5% | $4,869-64.2% |
| Participant deferral / active EE | $4,178 | $4,306-3.0% | $3,497+19.5% | $5,287-21.0% |
| Admin fee / account holder | $2,861 | $8,954-68.0% | $5,481-47.8% | $10,133-71.8% |