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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 | $51,332 | $118,695-56.8% | $98,916-48.1% | $158,950-67.7% |
| Participation rate | 66.7% | 77.8%-11.2pp | 76.0%-9.4pp | 82.0%-15.3pp |
| Annual return | 14.33% | 372.39%-358.1pp | 196.45%-182.1pp | 302.91%-288.6pp |
| Employer contribution / active EE | $513 | $3,333-84.6% | $2,689-80.9% | $4,762-89.2% |
| Participant deferral / active EE | $2,366 | $5,088-53.5% | $4,245-44.3% | $5,983-60.4% |
| Admin fee / account holder | $10,432 | $10,132+3.0% | $6,642+57.0% | $11,248-7.3% |