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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 | $40,823 | $132,099-69.1% | $115,599-64.7% | $138,895-70.6% |
| Participation rate | 55.6% | 77.9%-22.3pp | 74.3%-18.7pp | 79.9%-24.4pp |
| Annual return | 19.12% | 176.76%-157.6pp | 111.10%-92.0pp | 145.39%-126.3pp |
| Employer contribution / active EE | $1,942 | $3,416-43.1% | $2,955-34.3% | $4,194-53.7% |
| Participant deferral / active EE | $3,597 | $5,617-36.0% | $4,889-26.4% | $6,396-43.8% |
| Admin fee / account holder | $2,051 | $15,650-86.9% | $12,841-84.0% | $12,562-83.7% |