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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 | $45,623 | $132,634-65.6% | $115,768-60.6% | $137,256-66.8% |
| Participation rate | 58.3% | 77.9%-19.5pp | 74.4%-16.1pp | 80.0%-21.6pp |
| Annual return | 15.24% | 160.70%-145.5pp | 100.46%-85.2pp | 220.34%-205.1pp |
| Employer contribution / active EE | $1,557 | $3,360-53.7% | $2,940-47.0% | $4,156-62.5% |
| Participant deferral / active EE | $3,413 | $5,619-39.3% | $4,917-30.6% | $6,407-46.7% |
| Admin fee / account holder | $2,644 | $15,028-82.4% | $12,439-78.7% | $12,270-78.5% |