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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 | $42,784 | $58,311-26.6% | $81,882-47.7% | $80,959-47.2% |
| Participation rate | 45.0% | 63.5%-18.5pp | 72.4%-27.4pp | 67.7%-22.7pp |
| Annual return | 11.81% | 41.85%-30.0pp | 779.47%-767.7pp | 35.67%-23.9pp |
| Employer contribution / active EE | $1,473 | $2,347-37.2% | $2,916-49.5% | $2,757-46.6% |
| Participant deferral / active EE | $1,855 | $3,287-43.6% | $4,323-57.1% | $4,300-56.9% |
| Admin fee / account holder | $1,581 | $4,752-66.7% | $7,360-78.5% | $6,925-77.2% |