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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 | $49,528 | $111,535-55.6% | $105,223-52.9% | $137,256-63.9% |
| Participation rate | 55.6% | 78.1%-22.5pp | 75.0%-19.5pp | 80.0%-24.4pp |
| Annual return | 12.63% | 237.85%-225.2pp | 180.65%-168.0pp | 220.34%-207.7pp |
| Employer contribution / active EE | $1,620 | $3,939-58.9% | $3,689-56.1% | $4,156-61.0% |
| Participant deferral / active EE | $3,460 | $5,500-37.1% | $5,072-31.8% | $6,407-46.0% |
| Admin fee / account holder | $5,766 | $9,721-40.7% | $8,859-34.9% | $12,270-53.0% |