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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 | $43,136 | $111,830-61.4% | $93,696-54.0% | $145,884-70.4% |
| Participation rate | 46.7% | 74.2%-27.6pp | 68.7%-22.1pp | 80.3%-33.6pp |
| Annual return | 13.74% | 204.08%-190.3pp | 133.74%-120.0pp | 551.85%-538.1pp |
| Employer contribution / active EE | $2,476 | $3,093-19.9% | $2,422+2.3% | $4,662-46.9% |
| Participant deferral / active EE | $6,629 | $4,920+34.7% | $4,417+50.1% | $6,690-0.9% |
| Admin fee / account holder | $1,652 | $10,249-83.9% | $8,287-80.1% | $13,392-87.7% |