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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 | $53,160 | $105,856-49.8% | $90,161-41.0% | $147,586-64.0% |
| Participation rate | 28.6% | 79.7%-51.2pp | 76.9%-48.3pp | 82.8%-54.3pp |
| Annual return | 20.02% | 37.63%-17.6pp | 34.89%-14.9pp | 578.59%-558.6pp |
| Employer contribution / active EE | $1,587 | $4,126-61.5% | $3,318-52.2% | $4,876-67.5% |
| Participant deferral / active EE | $1,959 | $5,733-65.8% | $5,287-62.9% | $5,439-64.0% |
| Admin fee / account holder | $338 | $8,046-95.8% | $5,943-94.3% | $10,886-96.9% |