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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 | $45,265 | $85,169-46.9% | $172,755-73.8% | $72,983-38.0% |
| Participation rate | 65.1% | 70.1%-4.9pp | 82.6%-17.5pp | 69.5%-4.4pp |
| Annual return | 17.33% | 27.32%-10.0pp | 802.94%-785.6pp | 81.01%-63.7pp |
| Employer contribution / active EE | $2,152 | $3,324-35.3% | $5,144-58.2% | $2,440-11.8% |
| Participant deferral / active EE | $1,370 | $3,260-58.0% | $5,198-73.6% | $3,608-62.0% |
| Admin fee / account holder | $9,520 | $5,880+61.9% | $13,955-31.8% | $5,124+85.8% |