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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 | $42,849 | $152,619-71.9% | $125,195-65.8% | $152,909-72.0% |
| Participation rate | 61.5% | 83.3%-21.8pp | 79.8%-18.2pp | 82.5%-20.9pp |
| Annual return | 20.64% | 54.85%-34.2pp | 43.79%-23.2pp | 345.46%-324.8pp |
| Employer contribution / active EE | $1,063 | $4,947-78.5% | $3,866-72.5% | $4,764-77.7% |
| Participant deferral / active EE | $5,358 | $5,869-8.7% | $4,937+8.5% | $5,851-8.4% |
| Admin fee / account holder | $1,335 | $13,437-90.1% | $9,704-86.2% | $11,601-88.5% |