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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 | $44,286 | $225,673-80.4% | $203,872-78.3% | $155,188-71.5% |
| Participation rate | 63.6% | 80.3%-16.7pp | 77.8%-14.2pp | 80.8%-17.2pp |
| Annual return | 17.78% | 95.91%-78.1pp | 85.11%-67.3pp | 148.84%-131.1pp |
| Employer contribution / active EE | $2,525 | $4,099-38.4% | $3,757-32.8% | $4,248-40.5% |
| Participant deferral / active EE | $2,805 | $6,893-59.3% | $6,388-56.1% | $6,531-57.1% |
| Admin fee / account holder | $1,274 | $12,327-89.7% | $11,730-89.1% | $14,480-91.2% |