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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 | $40,812 | $24,618+65.8% | $71,585-43.0% | $82,637-50.6% |
| Participation rate | 48.0% | 68.2%-20.2pp | 68.2%-20.2pp | 68.1%-20.1pp |
| Annual return | 19.59% | 93.17%-73.6pp | 59.26%-39.7pp | 53.51%-33.9pp |
| Employer contribution / active EE | $1,300 | $852+52.6% | $1,669-22.1% | $2,552-49.1% |
| Participant deferral / active EE | $2,353 | $1,720+36.8% | $2,923-19.5% | $4,126-43.0% |
| Admin fee / account holder | $10,028 | $3,285+205.3% | $4,712+112.8% | $7,339+36.6% |