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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 | $45,854 | $100,203-54.2% | $85,240-46.2% | $145,897-68.6% |
| Participation rate | 43.8% | 74.1%-30.4pp | 67.5%-23.8pp | 80.3%-36.6pp |
| Annual return | 15.37% | 84.28%-68.9pp | 66.75%-51.4pp | 552.29%-536.9pp |
| Employer contribution / active EE | $1,369 | $3,242-57.8% | $2,735-50.0% | $4,663-70.6% |
| Participant deferral / active EE | $4,763 | $5,299-10.1% | $4,527+5.2% | $6,689-28.8% |
| Admin fee / account holder | $461 | $7,265-93.7% | $6,165-92.5% | $13,390-96.6% |