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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 | $45,126 | $74,661-39.6% | $160,784-71.9% | $67,986-33.6% |
| Participation rate | 55.4% | 57.1%-1.7pp | 77.0%-21.5pp | 57.2%-1.8pp |
| Annual return | 16.87% | 28.83%-12.0pp | 1803.92%-1787.1pp | 31.67%-14.8pp |
| Employer contribution / active EE | $803 | $1,829-56.1% | $3,733-78.5% | $2,019-60.2% |
| Participant deferral / active EE | $3,819 | $3,681+3.8% | $6,293-39.3% | $3,358+13.7% |
| Admin fee / account holder | $2,295 | $3,959-42.0% | $9,717-76.4% | $3,203-28.3% |