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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 | $25,153 | $111,878-77.5% | $93,727-73.2% | $145,897-82.8% |
| Participation rate | 46.7% | 74.2%-27.5pp | 68.7%-22.0pp | 80.3%-33.6pp |
| Annual return | 9.81% | 204.28%-194.5pp | 133.83%-124.0pp | 552.29%-542.5pp |
| Employer contribution / active EE | $1,025 | $3,092-66.8% | $2,421-57.7% | $4,663-78.0% |
| Participant deferral / active EE | $1,748 | $4,920-64.5% | $4,417-60.4% | $6,689-73.9% |
| Admin fee / account holder | $5,159 | $10,256-49.7% | $8,292-37.8% | $13,390-61.5% |