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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 | $50,968 | $106,267-52.0% | $96,520-47.2% | $139,456-63.5% |
| Participation rate | 55.6% | 77.8%-22.3pp | 74.3%-18.8pp | 80.3%-24.8pp |
| Annual return | 15.88% | 38.45%-22.6pp | 35.72%-19.8pp | 373.45%-357.6pp |
| Employer contribution / active EE | $1,776 | $4,105-56.7% | $3,739-52.5% | $4,753-62.6% |
| Participant deferral / active EE | $4,057 | $5,454-25.6% | $4,879-16.8% | $6,711-39.5% |
| Admin fee / account holder | $1,156 | $7,882-85.3% | $6,733-82.8% | $11,407-89.9% |