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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 | $45,920 | $96,524-52.4% | $75,900-39.5% | $152,909-70.0% |
| Participation rate | 65.2% | 76.2%-11.0pp | 69.3%-4.1pp | 82.5%-17.2pp |
| Annual return | 20.36% | 33.93%-13.6pp | 30.73%-10.4pp | 345.46%-325.1pp |
| Employer contribution / active EE | $1,399 | $3,311-57.8% | $2,501-44.1% | $4,764-70.6% |
| Participant deferral / active EE | $1,716 | $4,554-62.3% | $3,604-52.4% | $5,851-70.7% |
| Admin fee / account holder | $4,660 | $8,082-42.3% | $5,421-14.0% | $11,601-59.8% |