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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 | $44,866 | $102,595-56.3% | $94,057-52.3% | $154,746-71.0% |
| Participation rate | 57.1% | 76.0%-18.9pp | 73.3%-16.2pp | 80.7%-23.6pp |
| Annual return | 17.60% | 583.42%-565.8pp | 480.62%-463.0pp | 172.34%-154.7pp |
| Employer contribution / active EE | $1,826 | $3,147-42.0% | $2,933-37.7% | $4,379-58.3% |
| Participant deferral / active EE | $7,059 | $5,118+37.9% | $4,709+49.9% | $6,730+4.9% |
| Admin fee / account holder | $722 | $7,736-90.7% | $7,244-90.0% | $14,365-95.0% |