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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 | $108,922-60.0% | $100,398-56.6% | $145,978-70.2% |
| Participation rate | 44.4% | 83.0%-38.5pp | 81.5%-37.1pp | 80.3%-35.8pp |
| Annual return | 15.09% | 58.04%-42.9pp | 49.32%-34.2pp | 550.52%-535.4pp |
| Employer contribution / active EE | $1,616 | $4,426-63.5% | $3,946-59.0% | $4,662-65.3% |
| Participant deferral / active EE | $3,975 | $8,450-53.0% | $8,084-50.8% | $6,690-40.6% |
| Admin fee / account holder | $367 | $9,680-96.2% | $7,893-95.3% | $13,400-97.3% |