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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 | $45,130 | $93,345-51.7% | $119,126-62.1% | $87,485-48.4% |
| Participation rate | 42.5% | 68.7%-26.3pp | 75.8%-33.3pp | 68.9%-26.5pp |
| Annual return | 16.37% | 19.08%-2.7pp | 282.11%-265.7pp | 26.06%-9.7pp |
| Employer contribution / active EE | $973 | $3,172-69.3% | $4,034-75.9% | $2,596-62.5% |
| Participant deferral / active EE | $3,423 | $4,099-16.5% | $5,318-35.6% | $4,274-19.9% |
| Admin fee / account holder | $5,876 | $8,039-26.9% | $10,693-45.1% | $7,775-24.4% |