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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 | $43,737 | $107,363-59.3% | $92,909-52.9% | $152,897-71.4% |
| Participation rate | 45.5% | 79.8%-34.3pp | 76.0%-30.6pp | 82.5%-37.0pp |
| Annual return | 26.70% | 145.63%-118.9pp | 109.44%-82.7pp | 345.43%-318.7pp |
| Employer contribution / active EE | $1,980 | $4,222-53.1% | $3,653-45.8% | $4,764-58.4% |
| Participant deferral / active EE | $4,416 | $4,848-8.9% | $4,238+4.2% | $5,851-24.5% |
| Admin fee / account holder | $3,120 | $7,082-55.9% | $5,795-46.2% | $11,599-73.1% |