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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 | $55,616 | $109,372-49.1% | $89,414-37.8% | $158,966-65.0% |
| Participation rate | 54.5% | 74.3%-19.7pp | 68.0%-13.4pp | 82.0%-27.4pp |
| Annual return | 17.00% | 345.55%-328.6pp | 245.50%-228.5pp | 302.95%-285.9pp |
| Employer contribution / active EE | $1,006 | $3,171-68.3% | $2,586-61.1% | $4,762-78.9% |
| Participant deferral / active EE | $2,766 | $4,598-39.9% | $3,890-28.9% | $5,983-53.8% |
| Admin fee / account holder | $454 | $6,156-92.6% | $4,883-90.7% | $11,250-96.0% |