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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 | $43,565 | $108,911-60.0% | $100,392-56.6% | $145,884-70.1% |
| Participation rate | 44.4% | 83.0%-38.5pp | 81.5%-37.1pp | 80.3%-35.9pp |
| Annual return | 15.09% | 58.23%-43.1pp | 49.45%-34.4pp | 551.85%-536.8pp |
| Employer contribution / active EE | $1,616 | $4,420-63.4% | $3,941-59.0% | $4,662-65.3% |
| Participant deferral / active EE | $3,975 | $8,459-53.0% | $8,090-50.9% | $6,690-40.6% |
| Admin fee / account holder | $367 | $9,698-96.2% | $7,904-95.4% | $13,392-97.3% |