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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 | $43,200 | $93,346-53.7% | $71,796-39.8% | $273,972-84.2% |
| Participation rate | 54.5% | 76.5%-22.0pp | 69.1%-14.6pp | 83.0%-28.5pp |
| Annual return | 7.11% | 130.39%-123.3pp | 78.04%-70.9pp | 41.46%-34.3pp |
| Employer contribution / active EE | $1,802 | $2,733-34.1% | $1,924-6.3% | $4,869-63.0% |
| Participant deferral / active EE | $3,958 | $3,475+13.9% | $2,794+41.6% | $5,287-25.1% |
| Admin fee / account holder | $712 | $6,571-89.2% | $4,815-85.2% | $10,133-93.0% |