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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 | $118,919-55.9% | $88,538-40.8% | $152,870-65.7% |
| Participation rate | 52.9% | 73.4%-20.4pp | 68.7%-15.8pp | 82.4%-29.5pp |
| Annual return | 21.39% | 47.92%-26.5pp | 43.64%-22.2pp | 345.34%-324.0pp |
| Employer contribution / active EE | $109 | $2,669-95.9% | $2,098-94.8% | $4,763-97.7% |
| Participant deferral / active EE | $1,227 | $3,549-65.4% | $2,914-57.9% | $5,850-79.0% |
| Admin fee / account holder | $587 | $5,876-90.0% | $4,310-86.4% | $11,597-94.9% |