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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 | $123,854-62.1% | $69,623-32.6% | $145,884-67.8% |
| Participation rate | 33.3% | 69.2%-35.9pp | 66.4%-33.1pp | 80.3%-47.0pp |
| Annual return | 14.50% | 192.35%-177.9pp | 101.23%-86.7pp | 551.85%-537.3pp |
| Employer contribution / active EE | $1,789 | $2,673-33.1% | $1,709+4.7% | $4,662-61.6% |
| Participant deferral / active EE | $3,686 | $4,242-13.1% | $2,890+27.6% | $6,690-44.9% |
| Admin fee / account holder | $480 | $7,822-93.9% | $4,696-89.8% | $13,392-96.4% |