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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 | $45,983 | $129,737-64.6% | $119,126-61.4% | $154,746-70.3% |
| Participation rate | 52.9% | 78.9%-25.9pp | 75.8%-22.8pp | 80.7%-27.8pp |
| Annual return | 12.98% | 379.08%-366.1pp | 282.11%-269.1pp | 172.34%-159.4pp |
| Employer contribution / active EE | $1,937 | $4,375-55.7% | $4,034-52.0% | $4,379-55.8% |
| Participant deferral / active EE | $2,648 | $5,842-54.7% | $5,318-50.2% | $6,730-60.7% |
| Admin fee / account holder | $309 | $11,961-97.4% | $10,693-97.1% | $14,365-97.8% |