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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 | $72,230 | $111,535-35.2% | $105,223-31.4% | $137,256-47.4% |
| Participation rate | 46.2% | 78.1%-31.9pp | 75.0%-28.9pp | 80.0%-33.8pp |
| Annual return | 14.46% | 237.85%-223.4pp | 180.65%-166.2pp | 220.34%-205.9pp |
| Employer contribution / active EE | $1,291 | $3,939-67.2% | $3,689-65.0% | $4,156-68.9% |
| Participant deferral / active EE | $4,341 | $5,500-21.1% | $5,072-14.4% | $6,407-32.2% |
| Admin fee / account holder | $4,927 | $9,721-49.3% | $8,859-44.4% | $12,270-59.8% |