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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 | $51,721 | $165,381-68.7% | $149,730-65.5% | $158,966-67.5% |
| Participation rate | 52.9% | 84.6%-31.6pp | 82.5%-29.5pp | 82.0%-29.0pp |
| Annual return | 9.59% | 348.29%-338.7pp | 276.70%-267.1pp | 302.95%-293.4pp |
| Employer contribution / active EE | $1,357 | $5,104-73.4% | $4,645-70.8% | $4,762-71.5% |
| Participant deferral / active EE | $4,217 | $7,182-41.3% | $6,843-38.4% | $5,983-29.5% |
| Admin fee / account holder | $3,203 | $10,809-70.4% | $9,310-65.6% | $11,250-71.5% |