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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 | $51,321 | $102,638-50.0% | $81,991-37.4% | $158,966-67.7% |
| Participation rate | 42.9% | 75.5%-32.7pp | 69.3%-26.4pp | 82.0%-39.1pp |
| Annual return | 27.64% | 61.05%-33.4pp | 41.31%-13.7pp | 302.95%-275.3pp |
| Employer contribution / active EE | $1,348 | $3,241-58.4% | $2,498-46.1% | $4,762-71.7% |
| Participant deferral / active EE | $4,653 | $4,649+0.1% | $3,722+25.0% | $5,983-22.2% |
| Admin fee / account holder | $525 | $8,237-93.6% | $5,665-90.7% | $11,250-95.3% |