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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 | $46,950 | $123,982-62.1% | $69,701-32.6% | $145,959-67.8% |
| Participation rate | 33.3% | 69.2%-35.9pp | 66.4%-33.1pp | 80.3%-47.0pp |
| Annual return | 14.50% | 191.01%-176.5pp | 100.32%-85.8pp | 561.95%-547.5pp |
| Employer contribution / active EE | $1,789 | $2,681-33.3% | $1,713+4.4% | $4,661-61.6% |
| Participant deferral / active EE | $3,686 | $4,236-13.0% | $2,887+27.7% | $6,689-44.9% |
| Admin fee / account holder | $480 | $7,867-93.9% | $4,717-89.8% | $13,398-96.4% |