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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 | $46,439 | $166,020-72.0% | $164,866-71.8% | $145,959-68.2% |
| Participation rate | 45.5% | 82.0%-36.5pp | 78.6%-33.2pp | 80.3%-34.8pp |
| Annual return | 15.46% | 100.08%-84.6pp | 69.97%-54.5pp | 561.95%-546.5pp |
| Employer contribution / active EE | $1,152 | $5,275-78.2% | $4,343-73.5% | $4,661-75.3% |
| Participant deferral / active EE | $2,723 | $6,961-60.9% | $6,033-54.9% | $6,689-59.3% |
| Admin fee / account holder | $1,108 | $16,644-93.3% | $12,689-91.3% | $13,398-91.7% |