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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 | $54,339 | $72,071-24.6% | $68,368-20.5% | $137,256-60.4% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 16.49% | 353.14%-336.7pp | 292.57%-276.1pp | 220.34%-203.9pp |
| Employer contribution / active EE | $1,097 | $2,788-60.7% | $2,649-58.6% | $4,156-73.6% |
| Participant deferral / active EE | $7,484 | $4,410+69.7% | $4,123+81.5% | $6,407+16.8% |
| Admin fee / account holder | $1,598 | $5,336-70.0% | $5,150-69.0% | $12,270-87.0% |