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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 | $45,309 | $112,131-59.6% | $95,964-52.8% | $158,982-71.5% |
| Participation rate | 40.9% | 79.0%-38.1pp | 77.1%-36.2pp | 82.0%-41.1pp |
| Annual return | 14.99% | 171.19%-156.2pp | 91.64%-76.7pp | 302.99%-288.0pp |
| Employer contribution / active EE | $905 | $3,199-71.7% | $2,541-64.4% | $4,763-81.0% |
| Participant deferral / active EE | $1,748 | $4,784-63.5% | $4,167-58.0% | $5,983-70.8% |
| Admin fee / account holder | $1,367 | $10,136-86.5% | $6,797-79.9% | $11,252-87.9% |