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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 | $46,028 | $64,705-28.9% | $62,929-26.9% | $67,986-32.3% |
| Participation rate | 46.2% | 65.6%-19.4pp | 73.1%-27.0pp | 57.2%-11.1pp |
| Annual return | 12.58% | 20.31%-7.7pp | 1063.93%-1051.4pp | 31.67%-19.1pp |
| Employer contribution / active EE | $978 | $2,376-58.8% | $2,505-61.0% | $2,019-51.6% |
| Participant deferral / active EE | $2,946 | $3,198-7.9% | $3,888-24.2% | $3,358-12.3% |
| Admin fee / account holder | $1,125 | $1,428-21.2% | $5,065-77.8% | $3,203-64.9% |