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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 | $45,033 | $111,535-59.6% | $105,223-57.2% | $137,256-67.2% |
| Participation rate | 54.2% | 78.1%-23.9pp | 75.0%-20.9pp | 80.0%-25.8pp |
| Annual return | 12.80% | 237.85%-225.1pp | 180.65%-167.8pp | 220.34%-207.5pp |
| Employer contribution / active EE | $1,180 | $3,939-70.1% | $3,689-68.0% | $4,156-71.6% |
| Participant deferral / active EE | $3,822 | $5,500-30.5% | $5,072-24.6% | $6,407-40.3% |
| Admin fee / account holder | $2,875 | $9,721-70.4% | $8,859-67.5% | $12,270-76.6% |