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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 | $46,391 | $111,535-58.4% | $105,223-55.9% | $137,256-66.2% |
| Participation rate | 38.9% | 78.1%-39.2pp | 75.0%-36.2pp | 80.0%-41.1pp |
| Annual return | 16.42% | 237.85%-221.4pp | 180.65%-164.2pp | 220.34%-203.9pp |
| Employer contribution / active EE | $1,678 | $3,939-57.4% | $3,689-54.5% | $4,156-59.6% |
| Participant deferral / active EE | $2,865 | $5,500-47.9% | $5,072-43.5% | $6,407-55.3% |
| Admin fee / account holder | $7,213 | $9,721-25.8% | $8,859-18.6% | $12,270-41.2% |