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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 | $45,001 | $112,933-60.2% | $90,970-50.5% | $158,982-71.7% |
| Participation rate | 42.9% | 74.7%-31.9pp | 69.0%-26.2pp | 82.0%-39.1pp |
| Annual return | 22.95% | 215.82%-192.9pp | 134.60%-111.6pp | 302.99%-280.0pp |
| Employer contribution / active EE | $488 | $2,893-83.1% | $2,122-77.0% | $4,763-89.8% |
| Participant deferral / active EE | $2,168 | $4,128-47.5% | $3,373-35.7% | $5,983-63.8% |
| Admin fee / account holder | $396 | $8,047-95.1% | $5,961-93.4% | $11,252-96.5% |