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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 | $45,117 | $112,933-60.0% | $90,970-50.4% | $158,982-71.6% |
| Participation rate | 54.5% | 74.7%-20.2pp | 69.0%-14.5pp | 82.0%-27.4pp |
| Annual return | 26.53% | 215.82%-189.3pp | 134.60%-108.1pp | 302.99%-276.5pp |
| Employer contribution / active EE | $1,248 | $2,893-56.9% | $2,122-41.2% | $4,763-73.8% |
| Participant deferral / active EE | $3,706 | $4,128-10.2% | $3,373+9.9% | $5,983-38.1% |
| Admin fee / account holder | $2,073 | $8,047-74.2% | $5,961-65.2% | $11,252-81.6% |