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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 | $45,565 | $81,208-43.9% | $98,920-53.9% | $79,852-42.9% |
| Participation rate | 57.5% | 72.5%-15.0pp | 76.0%-18.5pp | 69.6%-12.1pp |
| Annual return | 13.72% | 60.99%-47.3pp | 196.47%-182.8pp | 31.72%-18.0pp |
| Employer contribution / active EE | $1,349 | $1,960-31.1% | $2,689-49.8% | $2,471-45.4% |
| Participant deferral / active EE | $2,407 | $3,265-26.3% | $4,245-43.3% | $3,740-35.7% |
| Admin fee / account holder | $1,220 | $6,013-79.7% | $6,643-81.6% | $5,306-77.0% |