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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 | $54,585 | $70,684-22.8% | $169,390-67.8% | $75,173-27.4% |
| Participation rate | 40.7% | 64.8%-24.1pp | 77.2%-36.4pp | 67.2%-26.5pp |
| Annual return | 22.48% | 36.38%-13.9pp | 406.07%-383.6pp | 160.72%-138.2pp |
| Employer contribution / active EE | $1,183 | $2,211-46.5% | $4,013-70.5% | $2,671-55.7% |
| Participant deferral / active EE | $3,119 | $4,310-27.6% | $6,222-49.9% | $4,126-24.4% |
| Admin fee / account holder | $436 | $5,404-91.9% | $9,015-95.2% | $5,651-92.3% |