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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 | $46,021 | $102,638-55.2% | $81,982-43.9% | $158,982-71.1% |
| Participation rate | 66.7% | 75.5%-8.9pp | 69.3%-2.6pp | 82.0%-15.3pp |
| Annual return | 15.68% | 61.05%-45.4pp | 41.31%-25.6pp | 302.99%-287.3pp |
| Employer contribution / active EE | $1,476 | $3,241-54.5% | $2,498-40.9% | $4,763-69.0% |
| Participant deferral / active EE | $2,171 | $4,649-53.3% | $3,722-41.7% | $5,983-63.7% |
| Admin fee / account holder | $5,058 | $8,237-38.6% | $5,665-10.7% | $11,252-55.0% |