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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 | $45,171 | $102,385-55.9% | $147,080-69.3% | $80,935-44.2% |
| Participation rate | 58.6% | 75.9%-17.2pp | 82.2%-23.6pp | 67.7%-9.0pp |
| Annual return | 32.97% | 135.09%-102.1pp | 420.17%-387.2pp | 35.66%-2.7pp |
| Employer contribution / active EE | $1,556 | $3,717-58.1% | $4,933-68.5% | $2,757-43.6% |
| Participant deferral / active EE | $2,967 | $6,651-55.4% | $8,066-63.2% | $4,299-31.0% |
| Admin fee / account holder | $943 | $7,951-88.1% | $12,989-92.7% | $6,924-86.4% |