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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 | $52,236 | $162,821-67.9% | $133,978-61.0% | $158,982-67.1% |
| Participation rate | 56.3% | 83.2%-27.0pp | 79.8%-23.6pp | 82.0%-25.7pp |
| Annual return | 30.54% | 41.95%-11.4pp | 45.10%-14.6pp | 302.99%-272.5pp |
| Employer contribution / active EE | $1,127 | $4,976-77.3% | $3,919-71.2% | $4,763-76.3% |
| Participant deferral / active EE | $4,584 | $5,910-22.4% | $5,047-9.2% | $5,983-23.4% |
| Admin fee / account holder | $4,245 | $11,742-63.8% | $8,930-52.5% | $11,252-62.3% |