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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 | $45,458 | $129,737-65.0% | $119,126-61.8% | $154,746-70.6% |
| Participation rate | 47.8% | 78.9%-31.0pp | 75.8%-27.9pp | 80.7%-32.9pp |
| Annual return | 17.12% | 379.08%-362.0pp | 282.11%-265.0pp | 172.34%-155.2pp |
| Employer contribution / active EE | $1,344 | $4,375-69.3% | $4,034-66.7% | $4,379-69.3% |
| Participant deferral / active EE | $3,326 | $5,842-43.1% | $5,318-37.5% | $6,730-50.6% |
| Admin fee / account holder | $759 | $11,961-93.7% | $10,693-92.9% | $14,365-94.7% |