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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 | $45,205 | $115,810-61.0% | $101,271-55.4% | $158,966-71.6% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | 8.20% | 56.15%-48.0pp | 46.48%-38.3pp | 302.95%-294.8pp |
| Employer contribution / active EE | $944 | $4,175-77.4% | $3,660-74.2% | $4,762-80.2% |
| Participant deferral / active EE | $3,766 | $4,958-24.0% | $4,371-13.8% | $5,983-37.1% |
| Admin fee / account holder | $4,848 | $7,248-33.1% | $5,948-18.5% | $11,250-56.9% |