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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 | $45,356 | $70,366-35.5% | $66,674-32.0% | $138,895-67.3% |
| Participation rate | 45.5% | 76.2%-30.7pp | 73.7%-28.2pp | 79.9%-34.5pp |
| Annual return | 19.83% | 386.41%-366.6pp | 321.24%-301.4pp | 145.39%-125.6pp |
| Employer contribution / active EE | $1,343 | $2,765-51.4% | $2,620-48.8% | $4,194-68.0% |
| Participant deferral / active EE | $2,736 | $4,374-37.4% | $4,084-33.0% | $6,396-57.2% |
| Admin fee / account holder | $2,698 | $5,262-48.7% | $5,098-47.1% | $12,562-78.5% |