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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 | $48,584 | $148,582-67.3% | $135,942-64.3% | $139,456-65.2% |
| Participation rate | 43.5% | 83.9%-40.4pp | 81.9%-38.4pp | 80.3%-36.8pp |
| Annual return | 19.47% | 79.26%-59.8pp | 68.28%-48.8pp | 373.45%-354.0pp |
| Employer contribution / active EE | $1,462 | $5,245-72.1% | $4,858-69.9% | $4,753-69.2% |
| Participant deferral / active EE | $4,446 | $8,101-45.1% | $7,759-42.7% | $6,711-33.8% |
| Admin fee / account holder | $3,760 | $12,402-69.7% | $10,764-65.1% | $11,407-67.0% |