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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 | $54,664 | $157,296-65.2% | $141,191-61.3% | $152,897-64.2% |
| Participation rate | 42.9% | 84.8%-42.0pp | 82.5%-39.6pp | 82.5%-39.6pp |
| Annual return | 22.40% | 64.34%-41.9pp | 71.41%-49.0pp | 345.43%-323.0pp |
| Employer contribution / active EE | $1,234 | $5,262-76.5% | $4,736-73.9% | $4,764-74.1% |
| Participant deferral / active EE | $4,610 | $7,111-35.2% | $6,710-31.3% | $5,851-21.2% |
| Admin fee / account holder | $910 | $12,125-92.5% | $10,264-91.1% | $11,599-92.2% |