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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 | $42,407 | $93,598-54.7% | $135,974-68.8% | $75,173-43.6% |
| Participation rate | 60.4% | 75.2%-14.8pp | 81.9%-21.5pp | 67.2%-6.8pp |
| Annual return | 0.00% | 30.89%-30.9pp | 68.30%-68.3pp | 160.72%-160.7pp |
| Employer contribution / active EE | $4,366 | $3,538+23.4% | $4,859-10.1% | $2,671+63.5% |
| Participant deferral / active EE | $9,267 | $6,405+44.7% | $7,760+19.4% | $4,126+124.6% |
| Admin fee / account holder | $3,246 | $6,978-53.5% | $10,767-69.9% | $5,651-42.6% |