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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 | $46,393 | $89,367-48.1% | $141,191-67.1% | $72,975-36.4% |
| Participation rate | 68.4% | 75.1%-6.7pp | 82.5%-14.1pp | 69.5%-1.1pp |
| Annual return | 30.38% | 111.87%-81.5pp | 71.41%-41.0pp | 81.01%-50.6pp |
| Employer contribution / active EE | $2,833 | $3,115-9.1% | $4,736-40.2% | $2,440+16.1% |
| Participant deferral / active EE | $5,257 | $5,419-3.0% | $6,710-21.7% | $3,608+45.7% |
| Admin fee / account holder | $4,034 | $5,957-32.3% | $10,264-60.7% | $5,124-21.3% |