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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 | $46,397 | $111,878-58.5% | $93,727-50.5% | $145,897-68.2% |
| Participation rate | 54.2% | 74.2%-20.0pp | 68.7%-14.5pp | 80.3%-26.1pp |
| Annual return | 8.30% | 204.28%-196.0pp | 133.83%-125.5pp | 552.29%-544.0pp |
| Employer contribution / active EE | $933 | $3,092-69.8% | $2,421-61.5% | $4,663-80.0% |
| Participant deferral / active EE | $2,575 | $4,920-47.7% | $4,417-41.7% | $6,689-61.5% |
| Admin fee / account holder | $2,298 | $10,256-77.6% | $8,292-72.3% | $13,390-82.8% |