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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 | $42,806 | $59,006-27.5% | $97,295-56.0% | $74,478-42.5% |
| Participation rate | 46.4% | 63.7%-17.3pp | 72.7%-26.3pp | 67.2%-20.9pp |
| Annual return | 15.42% | 16.04%-0.6pp | 75.62%-60.2pp | 1370.56%-1355.1pp |
| Employer contribution / active EE | $1,132 | $1,894-40.2% | $2,723-58.4% | $2,626-56.9% |
| Participant deferral / active EE | $1,622 | $3,671-55.8% | $4,264-62.0% | $4,350-62.7% |
| Admin fee / account holder | $468 | $1,974-76.3% | $5,646-91.7% | $1,946-76.0% |