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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 | $45,111 | $103,000-56.2% | $90,300-50.0% | $152,885-70.5% |
| Participation rate | 52.6% | 75.9%-23.2pp | 73.3%-20.6pp | 82.5%-29.8pp |
| Annual return | 21.48% | 95.19%-73.7pp | 78.11%-56.6pp | 345.39%-323.9pp |
| Employer contribution / active EE | $979 | $3,138-68.8% | $2,854-65.7% | $4,763-79.4% |
| Participant deferral / active EE | $2,278 | $4,281-46.8% | $3,884-41.4% | $5,851-61.1% |
| Admin fee / account holder | $12,218 | $6,173+97.9% | $5,353+128.3% | $11,598+5.3% |