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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 | $44,831 | $125,778-64.4% | $114,563-60.9% | $154,746-71.0% |
| Participation rate | 40.0% | 75.2%-35.2pp | 72.9%-32.9pp | 80.7%-40.7pp |
| Annual return | 19.58% | 295.14%-275.6pp | 241.09%-221.5pp | 172.34%-152.8pp |
| Employer contribution / active EE | $656 | $2,806-76.6% | $2,592-74.7% | $4,379-85.0% |
| Participant deferral / active EE | $4,177 | $4,445-6.0% | $4,142+0.8% | $6,730-37.9% |
| Admin fee / account holder | $2,682 | $8,190-67.3% | $7,623-64.8% | $14,365-81.3% |