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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 | $52,468 | $72,071-27.2% | $68,368-23.3% | $137,256-61.8% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 15.28% | 353.14%-337.9pp | 292.57%-277.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $1,059 | $2,788-62.0% | $2,649-60.0% | $4,156-74.5% |
| Participant deferral / active EE | $1,324 | $4,410-70.0% | $4,123-67.9% | $6,407-79.3% |
| Admin fee / account holder | $632 | $5,336-88.2% | $5,150-87.7% | $12,270-94.8% |