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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 | $50,484 | $59,006-14.4% | $97,295-48.1% | $74,478-32.2% |
| Participation rate | 36.2% | 63.7%-27.5pp | 72.7%-36.4pp | 67.2%-31.0pp |
| Annual return | 13.99% | 16.04%-2.1pp | 75.62%-61.6pp | 1370.56%-1356.6pp |
| Employer contribution / active EE | $765 | $1,894-59.6% | $2,723-71.9% | $2,626-70.9% |
| Participant deferral / active EE | $1,478 | $3,671-59.7% | $4,264-65.3% | $4,350-66.0% |
| Admin fee / account holder | $2,927 | $1,974+48.3% | $5,646-48.2% | $1,946+50.4% |