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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 | $46,329 | $108,882-57.5% | $96,754-52.1% | $154,746-70.1% |
| Participation rate | 33.3% | 75.1%-41.7pp | 70.3%-36.9pp | 80.7%-47.4pp |
| Annual return | 19.76% | 98.39%-78.6pp | 82.04%-62.3pp | 172.34%-152.6pp |
| Employer contribution / active EE | $1,815 | $3,018-39.9% | $2,679-32.3% | $4,379-58.6% |
| Participant deferral / active EE | $4,271 | $5,323-19.8% | $4,758-10.2% | $6,730-36.5% |
| Admin fee / account holder | $308 | $10,200-97.0% | $8,905-96.5% | $14,365-97.9% |