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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 | $46,416 | $78,705-41.0% | $117,857-60.6% | $70,131-33.8% |
| Participation rate | 54.8% | 73.2%-18.4pp | 79.7%-24.8pp | 69.5%-14.7pp |
| Annual return | 20.23% | 23.30%-3.1pp | 335.09%-314.9pp | 73.14%-52.9pp |
| Employer contribution / active EE | $1,425 | $2,223-35.9% | $3,786-62.3% | $2,342-39.1% |
| Participant deferral / active EE | $2,223 | $3,297-32.6% | $4,482-50.4% | $3,332-33.3% |
| Admin fee / account holder | $813 | $5,065-83.9% | $8,020-89.9% | $4,645-82.5% |