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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 | $46,944 | $125,184-62.5% | $105,607-55.5% | $145,884-67.8% |
| Participation rate | 38.9% | 77.6%-38.8pp | 75.3%-36.4pp | 80.3%-41.4pp |
| Annual return | 13.67% | 225.00%-211.3pp | 116.11%-102.4pp | 551.85%-538.2pp |
| Employer contribution / active EE | $2,470 | $3,720-33.6% | $3,167-22.0% | $4,662-47.0% |
| Participant deferral / active EE | $4,089 | $5,714-28.4% | $5,011-18.4% | $6,690-38.9% |
| Admin fee / account holder | $2,098 | $17,133-87.8% | $10,958-80.9% | $13,392-84.3% |