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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 | $111,785-58.5% | $93,669-50.5% | $145,877-68.2% |
| Participation rate | 54.2% | 74.2%-20.1pp | 68.7%-14.6pp | 80.3%-26.1pp |
| Annual return | 8.30% | 203.79%-195.5pp | 133.59%-125.3pp | 551.28%-543.0pp |
| Employer contribution / active EE | $933 | $3,096-69.9% | $2,424-61.5% | $4,663-80.0% |
| Participant deferral / active EE | $2,575 | $4,919-47.6% | $4,416-41.7% | $6,691-61.5% |
| Admin fee / account holder | $2,298 | $10,256-77.6% | $8,291-72.3% | $13,402-82.9% |