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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 | $41,887 | $111,535-62.4% | $105,223-60.2% | $137,256-69.5% |
| Participation rate | 53.3% | 78.1%-24.8pp | 75.0%-21.7pp | 80.0%-26.6pp |
| Annual return | 19.63% | 237.85%-218.2pp | 180.65%-161.0pp | 220.34%-200.7pp |
| Employer contribution / active EE | $1,410 | $3,939-64.2% | $3,689-61.8% | $4,156-66.1% |
| Participant deferral / active EE | $6,628 | $5,500+20.5% | $5,072+30.7% | $6,407+3.4% |
| Admin fee / account holder | $1,956 | $9,721-79.9% | $8,859-77.9% | $12,270-84.1% |