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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 | $41,956 | $169,356-75.2% | $129,406-67.6% | $145,897-71.2% |
| Participation rate | 45.5% | 76.5%-31.1pp | 69.6%-24.2pp | 80.3%-34.9pp |
| Annual return | 14.59% | 14418.62%-14404.0pp | 9468.18%-9453.6pp | 552.29%-537.7pp |
| Employer contribution / active EE | $2,265 | $5,542-59.1% | $4,155-45.5% | $4,663-51.4% |
| Participant deferral / active EE | $3,790 | $4,987-24.0% | $4,167-9.0% | $6,689-43.3% |
| Admin fee / account holder | $427 | $9,915-95.7% | $7,689-94.4% | $13,390-96.8% |