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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 | $37,175 | $132,099-71.9% | $115,599-67.8% | $138,895-73.2% |
| Participation rate | 45.5% | 77.9%-32.4pp | 74.3%-28.8pp | 79.9%-34.5pp |
| Annual return | 22.35% | 176.76%-154.4pp | 111.10%-88.7pp | 145.39%-123.0pp |
| Employer contribution / active EE | $1,648 | $3,416-51.8% | $2,955-44.3% | $4,194-60.7% |
| Participant deferral / active EE | $4,077 | $5,617-27.4% | $4,889-16.6% | $6,396-36.3% |
| Admin fee / account holder | $1,480 | $15,650-90.5% | $12,841-88.5% | $12,562-88.2% |