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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 | $40,450 | $74,661-45.8% | $160,784-74.8% | $67,986-40.5% |
| Participation rate | 45.8% | 57.1%-11.4pp | 77.0%-31.2pp | 57.2%-11.4pp |
| Annual return | 20.20% | 28.83%-8.6pp | 1803.92%-1783.7pp | 31.67%-11.5pp |
| Employer contribution / active EE | $1,558 | $1,829-14.8% | $3,733-58.3% | $2,019-22.8% |
| Participant deferral / active EE | $2,651 | $3,681-28.0% | $6,293-57.9% | $3,358-21.1% |
| Admin fee / account holder | $4,382 | $3,959+10.7% | $9,717-54.9% | $3,203+36.8% |