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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 | $40,775 | $99,652-59.1% | $78,778-48.2% | $147,585-72.4% |
| Participation rate | 45.5% | 76.2%-30.8pp | 69.2%-23.7pp | 82.8%-37.4pp |
| Annual return | 18.83% | 47.28%-28.5pp | 35.62%-16.8pp | 578.58%-559.8pp |
| Employer contribution / active EE | $1,233 | $2,796-55.9% | $1,986-37.9% | $4,876-74.7% |
| Participant deferral / active EE | $1,233 | $3,664-66.4% | $2,958-58.3% | $5,439-77.3% |
| Admin fee / account holder | $632 | $7,155-91.2% | $5,134-87.7% | $10,886-94.2% |