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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 | $43,669 | $112,915-61.3% | $90,965-52.0% | $158,950-72.5% |
| Participation rate | 69.2% | 74.7%-5.5pp | 69.0%+0.2pp | 82.0%-12.7pp |
| Annual return | 12.64% | 215.75%-203.1pp | 134.57%-121.9pp | 302.91%-290.3pp |
| Employer contribution / active EE | $1,547 | $2,894-46.5% | $2,122-27.1% | $4,762-67.5% |
| Participant deferral / active EE | $3,445 | $4,128-16.5% | $3,373+2.1% | $5,983-42.4% |
| Admin fee / account holder | $9,287 | $8,044+15.4% | $5,960+55.8% | $11,248-17.4% |