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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 | $43,553 | $132,099-67.0% | $115,599-62.3% | $138,895-68.6% |
| Participation rate | 52.9% | 77.9%-24.9pp | 74.3%-21.3pp | 79.9%-27.0pp |
| Annual return | 15.41% | 176.76%-161.3pp | 111.10%-95.7pp | 145.39%-130.0pp |
| Employer contribution / active EE | $1,188 | $3,416-65.2% | $2,955-59.8% | $4,194-71.7% |
| Participant deferral / active EE | $2,271 | $5,617-59.6% | $4,889-53.5% | $6,396-64.5% |
| Admin fee / account holder | $15,573 | $15,650-0.5% | $12,841+21.3% | $12,562+24.0% |