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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 | $58,174 | $115,810-49.8% | $101,271-42.6% | $158,966-63.4% |
| Participation rate | 57.1% | 79.4%-22.2pp | 75.8%-18.7pp | 82.0%-24.8pp |
| Annual return | 18.07% | 56.15%-38.1pp | 46.48%-28.4pp | 302.95%-284.9pp |
| Employer contribution / active EE | $1,058 | $4,175-74.7% | $3,660-71.1% | $4,762-77.8% |
| Participant deferral / active EE | $8,204 | $4,958+65.5% | $4,371+87.7% | $5,983+37.1% |
| Admin fee / account holder | $547 | $7,248-92.5% | $5,948-90.8% | $11,250-95.1% |