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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 | $56,445 | $129,737-56.5% | $119,126-52.6% | $154,746-63.5% |
| Participation rate | 42.9% | 78.9%-36.0pp | 75.8%-32.9pp | 80.7%-37.8pp |
| Annual return | 16.50% | 379.08%-362.6pp | 282.11%-265.6pp | 172.34%-155.8pp |
| Employer contribution / active EE | $1,591 | $4,375-63.6% | $4,034-60.5% | $4,379-63.7% |
| Participant deferral / active EE | $5,657 | $5,842-3.2% | $5,318+6.4% | $6,730-15.9% |
| Admin fee / account holder | $306 | $11,961-97.4% | $10,693-97.1% | $14,365-97.9% |