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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 | $43,793 | $123,854-64.6% | $69,623-37.1% | $145,884-70.0% |
| Participation rate | 57.1% | 69.2%-12.1pp | 66.4%-9.3pp | 80.3%-23.2pp |
| Annual return | 10.02% | 192.35%-182.3pp | 101.23%-91.2pp | 551.85%-541.8pp |
| Employer contribution / active EE | $474 | $2,673-82.3% | $1,709-72.2% | $4,662-89.8% |
| Participant deferral / active EE | $2,423 | $4,242-42.9% | $2,890-16.2% | $6,690-63.8% |
| Admin fee / account holder | $3,606 | $7,822-53.9% | $4,696-23.2% | $13,392-73.1% |