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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 | $45,887 | $64,324-28.7% | $118,946-61.4% | $79,852-42.5% |
| Participation rate | 53.8% | 64.9%-11.0pp | 75.4%-21.5pp | 69.6%-15.8pp |
| Annual return | 18.47% | 86.45%-68.0pp | 35.89%-17.4pp | 31.72%-13.2pp |
| Employer contribution / active EE | $872 | $1,836-52.5% | $3,263-73.3% | $2,471-64.7% |
| Participant deferral / active EE | $3,639 | $2,824+28.9% | $4,266-14.7% | $3,740-2.7% |
| Admin fee / account holder | $563 | $4,040-86.1% | $6,581-91.5% | $5,306-89.4% |