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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 | $51,913 | $132,634-60.9% | $115,768-55.2% | $137,256-62.2% |
| Participation rate | 56.3% | 77.9%-21.6pp | 74.4%-18.1pp | 80.0%-23.7pp |
| Annual return | 14.93% | 160.70%-145.8pp | 100.46%-85.5pp | 220.34%-205.4pp |
| Employer contribution / active EE | $1,357 | $3,360-59.6% | $2,940-53.8% | $4,156-67.3% |
| Participant deferral / active EE | $3,840 | $5,619-31.7% | $4,917-21.9% | $6,407-40.1% |
| Admin fee / account holder | $837 | $15,028-94.4% | $12,439-93.3% | $12,270-93.2% |