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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 | $56,163 | $82,133-31.6% | $147,318-61.9% | $64,097-12.4% |
| Participation rate | 45.6% | 62.3%-16.7pp | 82.1%-36.5pp | 55.2%-9.6pp |
| Annual return | 19.69% | 78.78%-59.1pp | 70.43%-50.7pp | 34.64%-15.0pp |
| Employer contribution / active EE | $1,136 | $2,872-60.4% | $4,593-75.3% | $1,891-39.9% |
| Participant deferral / active EE | $4,084 | $5,407-24.5% | $7,906-48.3% | $3,080+32.6% |
| Admin fee / account holder | $7,956 | $3,730+113.3% | $13,708-42.0% | $3,454+130.3% |