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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 | $51,082 | $111,535-54.2% | $105,223-51.5% | $137,256-62.8% |
| Participation rate | 47.1% | 78.1%-31.0pp | 75.0%-28.0pp | 80.0%-32.9pp |
| Annual return | 12.58% | 237.85%-225.3pp | 180.65%-168.1pp | 220.34%-207.8pp |
| Employer contribution / active EE | $1,207 | $3,939-69.4% | $3,689-67.3% | $4,156-71.0% |
| Participant deferral / active EE | $2,900 | $5,500-47.3% | $5,072-42.8% | $6,407-54.7% |
| Admin fee / account holder | $836 | $9,721-91.4% | $8,859-90.6% | $12,270-93.2% |