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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 | $46,740 | $92,224-49.3% | $105,223-55.6% | $79,634-41.3% |
| Participation rate | 37.0% | 69.2%-32.1pp | 75.0%-38.0pp | 62.5%-25.5pp |
| Annual return | 18.01% | 88.65%-70.6pp | 180.65%-162.6pp | 36.46%-18.5pp |
| Employer contribution / active EE | $1,451 | $3,965-63.4% | $3,689-60.7% | $2,529-42.6% |
| Participant deferral / active EE | $2,492 | $3,834-35.0% | $5,072-50.9% | $3,835-35.0% |
| Admin fee / account holder | $1,321 | $1,121+17.9% | $8,859-85.1% | $1,002+31.9% |