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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 | $65,084-29.3% | $67,681-32.0% | $64,340-28.5% |
| Participation rate | 46.2% | 66.7%-20.6pp | 73.7%-27.6pp | 55.2%-9.1pp |
| Annual return | 12.58% | 20.50%-7.9pp | 590.58%-578.0pp | 24.14%-11.6pp |
| Employer contribution / active EE | $978 | $2,398-59.2% | $2,678-63.5% | $1,862-47.5% |
| Participant deferral / active EE | $2,946 | $3,210-8.2% | $3,976-25.9% | $2,980-1.2% |
| Admin fee / account holder | $1,125 | $1,415-20.5% | $6,100-81.6% | $3,703-69.6% |