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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 | $52,433 | $119,143-56.0% | $88,632-40.8% | $152,909-65.7% |
| Participation rate | 52.9% | 73.4%-20.5pp | 68.8%-15.8pp | 82.5%-29.5pp |
| Annual return | 21.39% | 48.12%-26.7pp | 43.75%-22.4pp | 345.46%-324.1pp |
| Employer contribution / active EE | $109 | $2,675-95.9% | $2,101-94.8% | $4,764-97.7% |
| Participant deferral / active EE | $1,227 | $3,555-65.5% | $2,917-57.9% | $5,851-79.0% |
| Admin fee / account holder | $587 | $5,875-90.0% | $4,308-86.4% | $11,601-94.9% |