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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 | $80,652 | $162,529-50.4% | $130,788-38.3% | $154,746-47.9% |
| Participation rate | 47.6% | 75.9%-28.2pp | 70.1%-22.5pp | 80.7%-33.1pp |
| Annual return | 17.12% | 510.48%-493.4pp | 386.44%-369.3pp | 172.34%-155.2pp |
| Employer contribution / active EE | $579 | $4,447-87.0% | $3,558-83.7% | $4,379-86.8% |
| Participant deferral / active EE | $2,939 | $4,808-38.9% | $4,137-29.0% | $6,730-56.3% |
| Admin fee / account holder | $12,084 | $7,669+57.6% | $6,673+81.1% | $14,365-15.9% |