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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 | $48,591 | $115,796-58.0% | $101,264-52.0% | $158,950-69.4% |
| Participation rate | 68.2% | 79.4%-11.2pp | 75.8%-7.6pp | 82.0%-13.8pp |
| Annual return | 16.07% | 56.15%-40.1pp | 46.48%-30.4pp | 302.91%-286.8pp |
| Employer contribution / active EE | $1,138 | $4,175-72.8% | $3,660-68.9% | $4,762-76.1% |
| Participant deferral / active EE | $1,735 | $4,958-65.0% | $4,370-60.3% | $5,983-71.0% |
| Admin fee / account holder | $440 | $7,247-93.9% | $5,947-92.6% | $11,248-96.1% |