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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 | $166,089-72.0% | $164,928-71.8% | $145,978-68.2% |
| Participation rate | 45.5% | 82.0%-36.6pp | 78.6%-33.2pp | 80.3%-34.8pp |
| Annual return | 15.46% | 100.26%-84.8pp | 70.08%-54.6pp | 550.52%-535.1pp |
| Employer contribution / active EE | $1,152 | $5,276-78.2% | $4,343-73.5% | $4,662-75.3% |
| Participant deferral / active EE | $2,723 | $6,961-60.9% | $6,034-54.9% | $6,690-59.3% |
| Admin fee / account holder | $1,108 | $16,641-93.3% | $12,684-91.3% | $13,400-91.7% |