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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 | $45,148 | $115,810-61.0% | $101,271-55.4% | $158,966-71.6% |
| Participation rate | 65.2% | 79.4%-14.1pp | 75.8%-10.6pp | 82.0%-16.7pp |
| Annual return | 17.58% | 56.15%-38.6pp | 46.48%-28.9pp | 302.95%-285.4pp |
| Employer contribution / active EE | $985 | $4,175-76.4% | $3,660-73.1% | $4,762-79.3% |
| Participant deferral / active EE | $2,018 | $4,958-59.3% | $4,371-53.8% | $5,983-66.3% |
| Admin fee / account holder | $11,471 | $7,248+58.3% | $5,948+92.9% | $11,250+2.0% |