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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 | $225,673-80.6% | $203,872-78.5% | $155,188-71.7% |
| Participation rate | 54.5% | 80.3%-25.8pp | 77.8%-23.3pp | 80.8%-26.3pp |
| Annual return | 12.03% | 95.91%-83.9pp | 85.11%-73.1pp | 148.84%-136.8pp |
| Employer contribution / active EE | $1,141 | $4,099-72.2% | $3,757-69.6% | $4,248-73.1% |
| Participant deferral / active EE | $1,594 | $6,893-76.9% | $6,388-75.0% | $6,531-75.6% |
| Admin fee / account holder | $5,756 | $12,327-53.3% | $11,730-50.9% | $14,480-60.3% |