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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 | $45,691 | $64,324-29.0% | $118,946-61.6% | $79,852-42.8% |
| Participation rate | 48.1% | 64.9%-16.7pp | 75.4%-27.2pp | 69.6%-21.5pp |
| Annual return | 16.56% | 86.45%-69.9pp | 35.89%-19.3pp | 31.72%-15.2pp |
| Employer contribution / active EE | $1,030 | $1,836-43.9% | $3,263-68.5% | $2,471-58.3% |
| Participant deferral / active EE | $1,404 | $2,824-50.3% | $4,266-67.1% | $3,740-62.5% |
| Admin fee / account holder | $6,087 | $4,040+50.7% | $6,581-7.5% | $5,306+14.7% |