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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 | $43,485 | $112,933-61.5% | $90,970-52.2% | $158,982-72.6% |
| Participation rate | 40.0% | 74.7%-34.7pp | 69.0%-29.0pp | 82.0%-42.0pp |
| Annual return | 23.97% | 215.82%-191.9pp | 134.60%-110.6pp | 302.99%-279.0pp |
| Employer contribution / active EE | $862 | $2,893-70.2% | $2,122-59.4% | $4,763-81.9% |
| Participant deferral / active EE | $2,919 | $4,128-29.3% | $3,373-13.4% | $5,983-51.2% |
| Admin fee / account holder | $2,296 | $8,047-71.5% | $5,961-61.5% | $11,252-79.6% |