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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 | $43,853 | $289,211-84.8% | $260,467-83.2% | $198,609-77.9% |
| Participation rate | 54.5% | 83.1%-28.6pp | 80.5%-25.9pp | 82.4%-27.8pp |
| Annual return | 12.03% | 112.90%-100.9pp | 100.60%-88.6pp | 202.70%-190.7pp |
| Employer contribution / active EE | $1,141 | $4,663-75.5% | $4,239-73.1% | $5,055-77.4% |
| Participant deferral / active EE | $1,594 | $6,812-76.6% | $6,319-74.8% | $6,977-77.2% |
| Admin fee / account holder | $5,756 | $16,236-64.6% | $15,461-62.8% | $19,030-69.8% |