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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 | $45,705 | $63,346-27.8% | $92,240-50.4% | $70,126-34.8% |
| Participation rate | 60.7% | 68.7%-8.0pp | 76.5%-15.8pp | 69.5%-8.8pp |
| Annual return | 16.45% | 530.19%-513.7pp | 176.29%-159.8pp | 73.15%-56.7pp |
| Employer contribution / active EE | $1,154 | $2,471-53.3% | $3,680-68.6% | $2,343-50.7% |
| Participant deferral / active EE | $2,334 | $2,854-18.2% | $3,897-40.1% | $3,332-30.0% |
| Admin fee / account holder | $962 | $3,841-75.0% | $5,194-81.5% | $4,645-79.3% |