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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 | $46,154 | $96,524-52.2% | $75,900-39.2% | $152,909-69.8% |
| Participation rate | 44.4% | 76.2%-31.7pp | 69.3%-24.8pp | 82.5%-38.0pp |
| Annual return | 22.43% | 33.93%-11.5pp | 30.73%-8.3pp | 345.46%-323.0pp |
| Employer contribution / active EE | $1,337 | $3,311-59.6% | $2,501-46.6% | $4,764-71.9% |
| Participant deferral / active EE | $6,078 | $4,554+33.5% | $3,604+68.7% | $5,851+3.9% |
| Admin fee / account holder | $5,598 | $8,082-30.7% | $5,421+3.3% | $11,601-51.7% |