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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 | $52,247 | $105,200-50.3% | $159,474-67.2% | $85,847-39.1% |
| Participation rate | 63.9% | 75.8%-11.9pp | 82.8%-18.9pp | 69.3%-5.4pp |
| Annual return | 21.90% | 45.08%-23.2pp | 263.68%-241.8pp | 318.61%-296.7pp |
| Employer contribution / active EE | $1,670 | $3,319-49.7% | $4,831-65.4% | $2,565-34.9% |
| Participant deferral / active EE | $3,114 | $5,946-47.6% | $7,353-57.7% | $3,952-21.2% |
| Admin fee / account holder | $585 | $6,934-91.6% | $10,802-94.6% | $6,261-90.7% |