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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 | $49,758 | $99,921-50.2% | $85,009-41.5% | $145,959-65.9% |
| Participation rate | 55.0% | 74.1%-19.1pp | 67.5%-12.5pp | 80.3%-25.3pp |
| Annual return | 12.12% | 83.89%-71.8pp | 66.47%-54.4pp | 561.95%-549.8pp |
| Employer contribution / active EE | $1,486 | $3,233-54.0% | $2,728-45.5% | $4,661-68.1% |
| Participant deferral / active EE | $2,025 | $5,293-61.7% | $4,522-55.2% | $6,689-69.7% |
| Admin fee / account holder | $920 | $7,252-87.3% | $6,153-85.0% | $13,398-93.1% |