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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 | $45,028 | $23,330+93.0% | $64,489-30.2% | $82,448-45.4% |
| Participation rate | 39.3% | 68.3%-29.0pp | 67.7%-28.4pp | 68.1%-28.8pp |
| Annual return | 17.93% | 83.66%-65.7pp | 55.03%-37.1pp | 41.64%-23.7pp |
| Employer contribution / active EE | $1,020 | $824+23.8% | $1,523-33.0% | $2,551-60.0% |
| Participant deferral / active EE | $1,153 | $1,707-32.4% | $2,778-58.5% | $4,139-72.1% |
| Admin fee / account holder | $12,133 | $2,946+311.9% | $4,260+184.8% | $7,234+67.7% |