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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 | $50,276 | $103,038-51.2% | $90,324-44.3% | $152,909-67.1% |
| Participation rate | 57.1% | 75.9%-18.7pp | 73.3%-16.1pp | 82.5%-25.3pp |
| Annual return | 23.21% | 95.25%-72.0pp | 78.15%-54.9pp | 345.46%-322.3pp |
| Employer contribution / active EE | $821 | $3,141-73.9% | $2,856-71.3% | $4,764-82.8% |
| Participant deferral / active EE | $1,060 | $4,282-75.2% | $3,885-72.7% | $5,851-81.9% |
| Admin fee / account holder | $1,161 | $6,177-81.2% | $5,356-78.3% | $11,601-90.0% |