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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 | $41,587 | $103,000-59.6% | $90,300-53.9% | $152,885-72.8% |
| Participation rate | 62.5% | 75.9%-13.4pp | 73.3%-10.8pp | 82.5%-20.0pp |
| Annual return | 20.38% | 95.19%-74.8pp | 78.11%-57.7pp | 345.39%-325.0pp |
| Employer contribution / active EE | $1,768 | $3,138-43.7% | $2,854-38.1% | $4,763-62.9% |
| Participant deferral / active EE | $4,164 | $4,281-2.7% | $3,884+7.2% | $5,851-28.8% |
| Admin fee / account holder | $4,283 | $6,173-30.6% | $5,353-20.0% | $11,598-63.1% |