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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 | $29,413 | $107,353-72.6% | $92,903-68.3% | $152,885-80.8% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.5%-32.5pp |
| Annual return | 30.12% | 145.62%-115.5pp | 109.43%-79.3pp | 345.39%-315.3pp |
| Employer contribution / active EE | $1,025 | $4,222-75.7% | $3,653-71.9% | $4,763-78.5% |
| Participant deferral / active EE | $1,355 | $4,848-72.0% | $4,238-68.0% | $5,851-76.8% |
| Admin fee / account holder | $1,243 | $7,081-82.4% | $5,795-78.6% | $11,598-89.3% |